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
51
$9.59M 0.48%
116,484
-4,721
52
$9.53M 0.48%
82,476
-6,319
53
$9.49M 0.47%
300,026
-38,977
54
$9.28M 0.46%
241,603
-37,827
55
$9.17M 0.46%
104,976
+53,754
56
$9.14M 0.46%
288,124
-43,144
57
$9M 0.45%
161,458
-22,033
58
$8.96M 0.45%
228,937
-831
59
$8.81M 0.44%
169,280
+8,209
60
$8.79M 0.44%
82,137
+53,167
61
$8.67M 0.43%
365,754
-11,610
62
$8.56M 0.43%
315,726
-39,916
63
$8.46M 0.42%
94,141
+4,267
64
$8.42M 0.42%
328,980
+24,020
65
$8.36M 0.42%
217,137
-116,065
66
$8.13M 0.41%
158,391
+22,866
67
$8M 0.4%
280,752
+22,768
68
$7.94M 0.4%
197,869
+8,574
69
$7.67M 0.38%
154,589
+7,184
70
$7.54M 0.38%
379,732
+523
71
$7.4M 0.37%
34,203
-14,296
72
$7.32M 0.37%
169,680
-3,296
73
$7.26M 0.36%
132,067
+50,226
74
$7.1M 0.35%
186,061
+119,915
75
$6.89M 0.34%
262,151
+14,818
1 2
3
4 5