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
101
$3.02M 0.38%
67,111
-20
102
$2.93M 0.36%
80,898
103
$2.89M 0.36%
183,324
-15,583
104
$2.88M 0.36%
58,333
+10,854
105
$2.74M 0.34%
63,080
+10,110
106
$2.73M 0.34%
85,569
+29,562
107
$2.71M 0.34%
145,068
-371
108
$2.69M 0.33%
125,643
109
$2.65M 0.33%
90,227
-15
110
$2.59M 0.32%
31,782
-1,909
111
$2.55M 0.32%
44,826
+12
112
$2.53M 0.32%
+40,554
113
$2.43M 0.3%
311,119
114
$2.23M 0.28%
54,826
-70
115
$2.23M 0.28%
57,707
116
$2.17M 0.27%
87,832
117
$2M 0.25%
44,438
+31,186
118
$1.99M 0.25%
41,075
+19,346
119
$1.94M 0.24%
50,813
120
$1.9M 0.24%
25,746
121
$1.85M 0.23%
53,414
+37,866
122
$1.76M 0.22%
25,907
123
$1.72M 0.21%
37,226
-955
124
$1.7M 0.21%
20,313
-369
125
$1.68M 0.21%
45,382
3 4
5
6 7