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
126
$1.68M 0.21%
102,580
127
$1.66M 0.21%
57,779
+29,273
128
$1.64M 0.2%
91,846
+25,779
129
$1.6M 0.2%
57,941
-58
130
$1.59M 0.2%
41,392
-49
131
$1.55M 0.19%
4,396
+1,295
132
$1.53M 0.19%
30,150
133
$1.51M 0.19%
42,254
134
$1.51M 0.19%
203,046
+5,968
135
$1.5M 0.19%
11,284
-85
136
$1.48M 0.18%
59,183
137
$1.45M 0.18%
27,810
+5,438
138
$1.44M 0.18%
19,809
139
$1.37M 0.17%
161,579
-166,105
140
$1.37M 0.17%
58,972
141
$1.34M 0.17%
26,460
142
$1.29M 0.16%
13,417
+3,293
143
$1.22M 0.15%
42,322
+17,500
144
$1.13M 0.14%
45,125
145
$1.11M 0.14%
71,240
-1,780
146
$1.11M 0.14%
16,520
-1,310
147
$1.1M 0.14%
97,244
148
$1.1M 0.14%
47,915
-2,758
149
$1.08M 0.13%
23,103
150
$1.05M 0.13%
13,796
-1,528
4 5
6
7 8