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
576
$204K 0.01%
+4,872
577
$204K 0.01%
5,151
+312
578
$202K 0.01%
+3,933
579
$201K 0.01%
3,460
+207
580
$201K 0.01%
2,520
+139
581
$194K 0.01%
+15,744
582
$192K 0.01%
13,518
+697
583
$188K 0.01%
12,200
584
$168K 0.01%
21,127
+621
585
$168K 0.01%
10,807
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586
$167K 0.01%
12,141
587
$161K 0.01%
14,333
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588
$146K 0.01%
14,094
+200
589
$143K 0.01%
13,982
+247
590
$137K 0.01%
14,592
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591
$135K 0.01%
14,537
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592
$135K 0.01%
15,611
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593
$132K 0.01%
2,058
+63
594
$116K 0.01%
12,832
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595
$109K 0.01%
11,688
+350
596
$107K 0.01%
13,283
+186
597
$97K ﹤0.01%
13,044
+204
598
$96K ﹤0.01%
20,857
+431
599
$93K ﹤0.01%
10,266
600
$87K ﹤0.01%
12,220
22 23
24
25 26