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
76
$6.18M 0.42%
95,113
+6,255
77
$6.12M 0.42%
55,020
+4,547
78
$5.96M 0.41%
100,981
+5,776
79
$5.95M 0.41%
76,827
+5,016
80
$5.88M 0.4%
62,472
+4,441
81
$5.73M 0.39%
75,234
-51,925
82
$5.72M 0.39%
+359,777
83
$5.71M 0.39%
247,689
+37,775
84
$5.66M 0.39%
60,001
+4,774
85
$5.64M 0.39%
+159,829
86
$5.61M 0.38%
53,408
+4,091
87
$5.37M 0.37%
35,702
+5,445
88
$5.29M 0.36%
73,855
89
$5.29M 0.36%
51,772
-43,079
90
$5.28M 0.36%
27,231
-29,723
91
$5.12M 0.35%
78,048
+5,844
92
$5.03M 0.34%
66,321
-80,974
93
$4.95M 0.34%
110,026
+5,106
94
$4.78M 0.33%
45,147
+3,044
95
$4.7M 0.32%
302,820
+24,240
96
$4.47M 0.31%
60,146
+9,172
97
$4.4M 0.3%
121,553
+73
98
$4.21M 0.29%
30,632
+2,214
99
$4.18M 0.29%
63,880
+5,713
100
$4.03M 0.28%
103,651
-173,759
2 3
4
5 6