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
126
$3.27M 0.16%
36,301
-1,126
127
$3.23M 0.16%
43,598
+7,112
128
$3.2M 0.16%
76,333
-1,740
129
$3.15M 0.16%
65,214
+11,762
130
$3.09M 0.15%
+474,657
131
$3.08M 0.15%
23,650
132
$2.95M 0.15%
84,086
+1,660
133
$2.92M 0.15%
+48,000
134
$2.88M 0.14%
46,929
-52,713
135
$2.88M 0.14%
45,412
+1,964
136
$2.75M 0.14%
128,410
-110,212
137
$2.7M 0.13%
40,392
+6,688
138
$2.68M 0.13%
2,166
+44
139
$2.6M 0.13%
149,460
+5,908
140
$2.57M 0.13%
8,818
+290
141
$2.56M 0.13%
45,703
+1,673
142
$2.53M 0.13%
92,720
143
$2.52M 0.13%
78,131
+7,678
144
$2.5M 0.12%
95,465
-72,712
145
$2.4M 0.12%
283,653
+12,819
146
$2.34M 0.12%
101,301
+21,010
147
$2.29M 0.11%
169,031
+7,151
148
$2.22M 0.11%
18,190
+746
149
$2.17M 0.11%
22,066
+831
150
$2.17M 0.11%
25,329
4 5
6
7 8