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
101
$3.98M 0.27%
31,768
+4,708
102
$3.94M 0.27%
256,039
+39,048
103
$3.86M 0.26%
46,542
+1,207
104
$3.81M 0.26%
82,345
+3,741
105
$3.81M 0.26%
94,220
+2,471
106
$3.71M 0.25%
109,753
+16,738
107
$3.66M 0.25%
118,048
+4,290
108
$3.64M 0.25%
38,888
+2,867
109
$3.6M 0.25%
47,797
+3,224
110
$3.55M 0.24%
23,650
111
$3.52M 0.24%
52,600
-71,350
112
$3.38M 0.23%
39,167
+3,038
113
$3.35M 0.23%
106,332
+16,216
114
$3.3M 0.23%
35,514
+2,483
115
$3.3M 0.23%
130,450
+19,894
116
$3.27M 0.22%
79,271
+12,090
117
$3.2M 0.22%
74,444
-186,922
118
$3.19M 0.22%
192,810
+7,536
119
$3.17M 0.22%
9,353
+765
120
$3.09M 0.21%
48,909
+1,084
121
$3.06M 0.21%
174,040
+11,158
122
$3M 0.21%
164,868
+14,029
123
$2.96M 0.2%
43,717
+1,986
124
$2.95M 0.2%
362,979
+23,188
125
$2.93M 0.2%
114,520
+2,979
3 4
5
6 7