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
76
$6.86M 0.34%
67,073
-15
77
$6.75M 0.34%
191,039
+6,760
78
$6.65M 0.33%
158,210
-56,130
79
$6.27M 0.31%
304,303
+40,958
80
$6.23M 0.31%
1,071,055
+38,110
81
$5.89M 0.29%
51,035
+2,456
82
$5.74M 0.29%
41,310
-1,758
83
$5.72M 0.29%
82,140
+3,704
84
$5.62M 0.28%
176,743
+6,463
85
$5.62M 0.28%
353,007
86
$5.61M 0.28%
116,636
+3,706
87
$5.53M 0.28%
159,735
+47,873
88
$5.36M 0.27%
368,353
-289,204
89
$5.36M 0.27%
68,161
+1,183
90
$5.09M 0.25%
168,835
+8,137
91
$5.04M 0.25%
123,548
+4,142
92
$5.01M 0.25%
157,074
-201,478
93
$4.88M 0.24%
104,755
-104,880
94
$4.87M 0.24%
+59,306
95
$4.82M 0.24%
119,836
+3,583
96
$4.78M 0.24%
40,291
+1,071
97
$4.72M 0.24%
229,470
+8,641
98
$4.57M 0.23%
94,665
+13,286
99
$4.56M 0.23%
+64,556
100
$4.46M 0.22%
75,247
-85,708
2 3
4
5 6