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
$2B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$19.6M
3
+$9.31M
4
MCO icon
Moody's
MCO
+$9.19M
5
NOV icon
NOV
NOV
+$7.44M

Top Sells

1
+$38.2M
2
+$37.3M
3
+$13.1M
4
FITB icon
Fifth Third Bancorp
FITB
+$8.73M
5
BT
BT Group plc (ADR)
BT
+$6.42M

Sector Composition

1 Financials 22.35%
2 Healthcare 18.3%
3 Technology 13.01%
4 Industrials 12.22%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$225K 0.01%
+15,828
552
$223K 0.01%
10,965
+501
553
$223K 0.01%
+299
554
$223K 0.01%
5,318
+502
555
$220K 0.01%
5,774
+238
556
$219K 0.01%
2,346
+114
557
$215K 0.01%
1,967
+87
558
$214K 0.01%
5,188
+223
559
$214K 0.01%
3,858
+141
560
$213K 0.01%
+4,767
561
$213K 0.01%
13,522
+691
562
$213K 0.01%
5,799
+336
563
$212K 0.01%
+3,839
564
$212K 0.01%
+25,010
565
$211K 0.01%
+4,096
566
$211K 0.01%
14,694
+749
567
$208K 0.01%
5,800
+302
568
$207K 0.01%
16,182
+974
569
$207K 0.01%
2,434
+120
570
$207K 0.01%
4,790
571
$206K 0.01%
+2,913
572
$206K 0.01%
4,948
+254
573
$205K 0.01%
1,651
+86
574
$205K 0.01%
+12,700
575
$205K 0.01%
3,499
21 22
23
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