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
176
$1.48M 0.07%
3,187
+160
177
$1.46M 0.07%
14,304
+780
178
$1.46M 0.07%
37,503
+2,759
179
$1.44M 0.07%
38,475
+156
180
$1.38M 0.07%
16,713
+904
181
$1.37M 0.07%
27,677
+1,244
182
$1.37M 0.07%
16,936
+942
183
$1.36M 0.07%
21,726
+1,056
184
$1.34M 0.07%
11,392
+626
185
$1.33M 0.07%
25,549
+1,616
186
$1.33M 0.07%
24,208
+2,606
187
$1.33M 0.07%
16,526
+827
188
$1.33M 0.07%
19,756
+1,068
189
$1.32M 0.07%
23,471
+1,454
190
$1.32M 0.07%
42,079
+2,617
191
$1.3M 0.06%
18,673
-44
192
$1.29M 0.06%
8,261
+1,774
193
$1.27M 0.06%
9,827
-100,962
194
$1.26M 0.06%
15,288
+681
195
$1.25M 0.06%
13,465
-107
196
$1.25M 0.06%
10,180
+522
197
$1.24M 0.06%
15,983
+939
198
$1.21M 0.06%
30,769
+2,779
199
$1.18M 0.06%
13,350
+1,320
200
$1.18M 0.06%
56,142
-92,670
6 7
8
9 10