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
151
$2.13M 0.11%
44,900
-10,500
152
$2.09M 0.1%
28,100
153
$2.08M 0.1%
28,932
154
$2.04M 0.1%
75,739
+8,503
155
$2M 0.1%
44,562
+2,652
156
$1.91M 0.1%
18,204
+2,883
157
$1.87M 0.09%
52,424
+2,620
158
$1.82M 0.09%
10,500
-1,577
159
$1.82M 0.09%
41,588
+7,324
160
$1.81M 0.09%
6,073
+259
161
$1.78M 0.09%
70,843
+14,553
162
$1.76M 0.09%
48,727
+4,697
163
$1.74M 0.09%
43,580
+8,102
164
$1.68M 0.08%
21,807
165
$1.67M 0.08%
58,567
+3,065
166
$1.67M 0.08%
16,745
+3,965
167
$1.67M 0.08%
16,149
+1,155
168
$1.65M 0.08%
68,311
+3,234
169
$1.64M 0.08%
46,055
+4,676
170
$1.59M 0.08%
36,120
+1,551
171
$1.59M 0.08%
11,769
+489
172
$1.56M 0.08%
14,199
+755
173
$1.54M 0.08%
18,505
-730
174
$1.52M 0.08%
6,598
+416
175
$1.48M 0.07%
14,356
+766
5 6
7
8 9