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
$803M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$4.02M
3
+$3.51M
4
C icon
Citigroup
C
+$3.29M
5
USB icon
US Bancorp
USB
+$2.92M

Top Sells

1
+$7.26M
2
+$4.3M
3
+$3.64M
4
COP icon
ConocoPhillips
COP
+$3.46M
5
JNY
JONES GROUP INC COM STK (PA)
JNY
+$3.4M

Sector Composition

1 Financials 21.23%
2 Healthcare 13.62%
3 Technology 12.54%
4 Energy 8.98%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.64M 0.7%
50,358
-220
52
$5.5M 0.68%
145,272
-1,975
53
$5.43M 0.68%
174,471
-7,188
54
$5.37M 0.67%
89,916
+15,149
55
$5.32M 0.66%
127,604
+22,984
56
$5.27M 0.66%
129,671
-3,528
57
$5.16M 0.64%
128,122
58
$4.97M 0.62%
234,141
+824
59
$4.92M 0.61%
140,976
+26,744
60
$4.83M 0.6%
195,231
-163
61
$4.79M 0.6%
89,970
-501
62
$4.78M 0.59%
181,717
63
$4.63M 0.58%
72,350
-27
64
$4.59M 0.57%
195,753
+41,025
65
$4.56M 0.57%
128,159
66
$4.49M 0.56%
277,071
+28,505
67
$4.49M 0.56%
123,906
+36,085
68
$4.4M 0.55%
302,886
69
$4.35M 0.54%
72,282
-156
70
$4.34M 0.54%
1,056
71
$4.34M 0.54%
171,031
-41
72
$4.31M 0.54%
49,943
-10
73
$4.16M 0.52%
100,480
-32
74
$4.12M 0.51%
104,867
-20
75
$4.02M 0.5%
+94,100
1 2
3
4 5