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
151
$1.04M 0.13%
207,317
152
$1.04M 0.13%
81,064
153
$1.03M 0.13%
16,029
-2,199
154
$990K 0.12%
62,582
155
$963K 0.12%
79,944
+44,806
156
$950K 0.12%
16,352
157
$948K 0.12%
19,836
-992
158
$947K 0.12%
34,091
+18,362
159
$943K 0.12%
30,872
160
$936K 0.12%
46,315
161
$926K 0.12%
14,731
-1,136
162
$886K 0.11%
12,895
163
$868K 0.11%
27,118
-10,379
164
$864K 0.11%
42,349
165
$856K 0.11%
8,319
166
$848K 0.11%
8,545
167
$813K 0.1%
169,042
168
$802K 0.1%
186,415
169
$795K 0.1%
25,925
170
$777K 0.1%
45,359
171
$773K 0.1%
68,592
172
$749K 0.09%
5,891
173
$746K 0.09%
7,471
-235
174
$740K 0.09%
5,767
-127
175
$738K 0.09%
170,806
5 6
7
8 9