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
551
$160K 0.01%
15,719
+180
552
$157K 0.01%
18,430
+211
553
$152K 0.01%
16,135
+185
554
$131K 0.01%
15,560
+179
555
$130K 0.01%
17,340
+440
556
$117K 0.01%
12,559
+144
557
$111K 0.01%
13,167
+150
558
$92K 0.01%
10,226
+117
559
$62K ﹤0.01%
23,086
+282
560
$46K ﹤0.01%
43,367
+1,131
561
$23K ﹤0.01%
12,831
+326
562
– –
-19,661
563
– –
-24,564
564
– –
-6,314
565
– –
-11,880
566
– –
-2,092
567
– –
-10,036
568
– –
-15,300
569
– –
-40,350
570
– –
-9,335
571
– –
-9,410
572
– –
-1,757
573
– –
-5,069
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