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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$875K 0.06%
21,838
-20,416
177
$859K 0.06%
16,352
178
$851K 0.06%
9,770
-15,976
179
$851K 0.06%
25,019
+2,527
180
$846K 0.06%
10,130
+160
181
$822K 0.06%
9,064
+139
182
$820K 0.06%
71,425
183
$818K 0.06%
15,489
+221
184
$818K 0.06%
66,219
+19,605
185
$815K 0.06%
42,349
186
$812K 0.06%
20,706
187
$795K 0.06%
47,304
+989
188
$780K 0.06%
5,891
189
$753K 0.05%
60,946
190
$752K 0.05%
45,978
+619
191
$747K 0.05%
18,072
-32,741
192
$742K 0.05%
7,058
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193
$734K 0.05%
11,485
194
$716K 0.05%
9,123
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195
$699K 0.05%
37,840
196
$695K 0.05%
8,694
197
$691K 0.05%
12,812
198
$656K 0.05%
12,216
199
$645K 0.05%
18,130
200
$643K 0.05%
43,296
6 7
8
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