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
176
$722K 0.09%
37,883
177
$707K 0.09%
8,694
178
$706K 0.09%
71,425
179
$704K 0.09%
730
-13
180
$701K 0.09%
15,043
-60
181
$686K 0.09%
25,234
-59
182
$683K 0.09%
+15,268
183
$683K 0.09%
43,296
184
$675K 0.08%
22,492
+15,276
185
$674K 0.08%
8,925
-778
186
$674K 0.08%
12,812
187
$671K 0.08%
9,970
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188
$668K 0.08%
69,539
189
$664K 0.08%
11,485
190
$659K 0.08%
20,706
191
$645K 0.08%
60,946
192
$642K 0.08%
12,216
193
$640K 0.08%
37,908
-1,475
194
$640K 0.08%
37,840
195
$635K 0.08%
6,955
-179
196
$625K 0.08%
20,160
-390
197
$620K 0.08%
24,296
198
$619K 0.08%
70,397
199
$587K 0.07%
18,130
200
$586K 0.07%
2,903
6 7
8
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