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
76
$4.01M 0.5%
159,112
+17,368
77
$3.96M 0.49%
34,707
-64
78
$3.96M 0.49%
238,259
79
$3.84M 0.48%
142,573
+7,673
80
$3.83M 0.48%
98,359
+8,992
81
$3.82M 0.48%
114,930
+12,387
82
$3.82M 0.48%
138,100
83
$3.78M 0.47%
121,572
+47,375
84
$3.78M 0.47%
40,426
-115
85
$3.76M 0.47%
78,558
-328
86
$3.73M 0.46%
202,812
-157
87
$3.7M 0.46%
96,259
+12,464
88
$3.61M 0.45%
32,324
-203
89
$3.57M 0.44%
46,200
+3,100
90
$3.5M 0.44%
439,428
+59,737
91
$3.5M 0.44%
71,109
-18
92
$3.47M 0.43%
116,917
-164
93
$3.44M 0.43%
54,153
-138
94
$3.35M 0.42%
158,359
-38
95
$3.33M 0.41%
252,094
96
$3.29M 0.41%
116,727
-11
97
$3.21M 0.4%
86,424
+13,354
98
$3.08M 0.38%
51,278
+7,873
99
$3.06M 0.38%
92,100
+67,600
100
$3.06M 0.38%
200,162
2 3
4
5 6