CIM

Calvert Investment Management Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.14M
3
+$8.29M
4
DE icon
Deere & Co
DE
+$6.28M
5
BK icon
Bank of New York Mellon
BK
+$6.27M

Top Sells

1
+$8.49M
2
+$8.04M
3
+$7.83M
4
MRO
Marathon Oil Corporation
MRO
+$7.23M
5
LHX icon
L3Harris
LHX
+$6.85M

Sector Composition

1 Financials 21.39%
2 Healthcare 17.65%
3 Technology 13.31%
4 Industrials 11.71%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$208K 0.01%
+6,126
527
$207K 0.01%
+3,718
528
$207K 0.01%
+1,719
529
$206K 0.01%
+4,406
530
$206K 0.01%
8,000
531
$205K 0.01%
+4,443
532
$205K 0.01%
4,327
+49
533
$205K 0.01%
+2,706
534
$205K 0.01%
+1,409
535
$204K 0.01%
10,763
+123
536
$204K 0.01%
+1,448
537
$204K 0.01%
+5,050
538
$204K 0.01%
2,950
+33
539
$204K 0.01%
2,925
+33
540
$202K 0.01%
2,956
+33
541
$202K 0.01%
+3,783
542
$202K 0.01%
5,867
+68
543
$201K 0.01%
+3,177
544
$192K 0.01%
10,457
+266
545
$189K 0.01%
15,943
+183
546
$184K 0.01%
2,847
+32
547
$181K 0.01%
17,866
+205
548
$178K 0.01%
10,721
+122
549
$175K 0.01%
11,534
+132
550
$166K 0.01%
16,375
+188
19 20 21
22
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