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
126
$2.85M 0.2%
106,080
+2,745
127
$2.84M 0.19%
61,836
-132,602
128
$2.83M 0.19%
30,731
-2,280
129
$2.73M 0.19%
56,754
+5,204
130
$2.71M 0.19%
46,627
+7,111
131
$2.69M 0.18%
39,008
+2,936
132
$2.68M 0.18%
38,925
+2,697
133
$2.68M 0.18%
46,190
+3,012
134
$2.67M 0.18%
50,006
+2,177
135
$2.66M 0.18%
41,999
+1,094
136
$2.66M 0.18%
343,551
+8,682
137
$2.6M 0.18%
28,100
138
$2.54M 0.17%
29,947
+2,603
139
$2.51M 0.17%
11,793
+962
140
$2.48M 0.17%
17,518
+1,452
141
$2.47M 0.17%
60,158
+5,014
142
$2.45M 0.17%
2,147
+221
143
$2.43M 0.17%
81,763
+7,249
144
$2.42M 0.17%
156,082
+13,588
145
$2.42M 0.17%
28,932
146
$2.36M 0.16%
52,400
-132,700
147
$2.36M 0.16%
34,063
+2,559
148
$2.28M 0.16%
62,134
+9,476
149
$2.26M 0.15%
42,219
+3,028
150
$2.25M 0.15%
32,117
-7,897
4 5
6
7 8