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
101
$4.43M 0.22%
59,931
102
$4.43M 0.22%
72,185
+6,497
103
$4.41M 0.22%
114,314
-85,843
104
$4.4M 0.22%
+201,270
105
$4.38M 0.22%
163,670
-56,448
106
$4.37M 0.22%
120,989
+6,369
107
$4.24M 0.21%
307,512
+12,159
108
$4.21M 0.21%
68,502
+3,894
109
$4.21M 0.21%
1,134,770
+44,865
110
$4.2M 0.21%
50,582
+6,353
111
$4.18M 0.21%
63,231
-22,038
112
$4.16M 0.21%
1,704,947
113
$3.9M 0.19%
63,340
114
$3.88M 0.19%
193,110
+24,972
115
$3.87M 0.19%
104,339
-4,200
116
$3.86M 0.19%
35,724
+1,448
117
$3.85M 0.19%
70,758
-217
118
$3.78M 0.19%
97,004
+17,828
119
$3.74M 0.19%
464,598
+13,520
120
$3.64M 0.18%
75,564
-4,472
121
$3.62M 0.18%
83,123
+9,209
122
$3.47M 0.17%
41,502
-792
123
$3.36M 0.17%
59,137
+2,299
124
$3.34M 0.17%
110,707
-7,400
125
$3.29M 0.16%
217,395
+8,595
3 4
5
6 7