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
176
$1.56M 0.11%
23,454
+1,472
177
$1.53M 0.1%
270,094
+7,007
178
$1.52M 0.1%
13,197
+890
179
$1.5M 0.1%
11,557
+846
180
$1.49M 0.1%
42,567
+3,186
181
$1.47M 0.1%
23,377
+1,570
182
$1.44M 0.1%
7,802
+624
183
$1.42M 0.1%
159,137
+4,149
184
$1.41M 0.1%
43,377
+2,720
185
$1.38M 0.09%
18,966
+1,594
186
$1.38M 0.09%
23,230
+2,104
187
$1.37M 0.09%
45,424
+3,274
188
$1.36M 0.09%
14,391
+1,006
189
$1.32M 0.09%
75,404
+1,966
190
$1.3M 0.09%
16,594
+1,045
191
$1.3M 0.09%
250,370
+6,465
192
$1.28M 0.09%
24,229
+1,911
193
$1.27M 0.09%
25,080
+1,725
194
$1.22M 0.08%
2,964
+255
195
$1.2M 0.08%
47,978
+3,265
196
$1.19M 0.08%
18,179
+1,216
197
$1.16M 0.08%
50,743
+3,263
198
$1.16M 0.08%
27,453
+2,284
199
$1.16M 0.08%
29,681
+5,719
200
$1.14M 0.08%
9,603
+938
6 7
8
9 10