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
51
$8.62M 0.59%
75,490
+11,252
52
$8.55M 0.59%
250,274
+242,574
53
$8.2M 0.56%
101,873
-10,750
54
$8.01M 0.55%
330,268
+14,643
55
$7.95M 0.54%
195,973
+154,419
56
$7.78M 0.53%
138,913
+14,013
57
$7.77M 0.53%
75,552
+276
58
$7.76M 0.53%
117,955
+17,803
59
$7.73M 0.53%
170,934
+25,622
60
$7.71M 0.53%
61,479
-13,338
61
$7.61M 0.52%
85,998
+3,872
62
$7.49M 0.51%
307,452
+45,826
63
$7.46M 0.51%
438,492
+1,714
64
$7.44M 0.51%
74,348
+3,294
65
$7.36M 0.5%
155,077
+74,005
66
$7.26M 0.5%
118,193
+7,635
67
$7.2M 0.49%
198,483
+16,691
68
$6.75M 0.46%
44,008
-10,925
69
$6.69M 0.46%
57,921
+1,549
70
$6.68M 0.46%
158,170
+13,384
71
$6.55M 0.45%
83,998
+12,396
72
$6.49M 0.44%
153,999
+143,931
73
$6.43M 0.44%
359,102
+22,575
74
$6.31M 0.43%
109,543
+7,598
75
$6.3M 0.43%
135,059
+20,597
1 2
3
4 5