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
151
$2.24M 0.15%
25,123
+1,953
152
$2.23M 0.15%
23,263
+1,465
153
$2.16M 0.15%
91,254
+13,917
154
$2.14M 0.15%
36,116
+5,261
155
$2.11M 0.14%
23,278
+1,470
156
$2.09M 0.14%
100,118
+2,611
157
$2.08M 0.14%
91,038
+2,374
158
$2.05M 0.14%
38,449
+7,874
159
$2.05M 0.14%
17,200
-40,000
160
$2.02M 0.14%
60,973
+9,300
161
$2M 0.14%
21,689
+1,585
162
$2M 0.14%
15,923
+1,275
163
$1.97M 0.13%
167,386
164
$1.9M 0.13%
54,068
+1,404
165
$1.88M 0.13%
54,868
+4,036
166
$1.85M 0.13%
45,359
+1,182
167
$1.83M 0.13%
36,168
+2,208
168
$1.81M 0.12%
5,064
+436
169
$1.76M 0.12%
137,179
+6,233
170
$1.7M 0.12%
27,568
+1,968
171
$1.65M 0.11%
33,524
+2,592
172
$1.65M 0.11%
105,566
+16,098
173
$1.63M 0.11%
477,960
+12,466
174
$1.6M 0.11%
19,158
-931
175
$1.58M 0.11%
39,718
+3,124
5 6
7
8 9