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
201
$585K 0.07%
7,923
+2,560
202
$583K 0.07%
46,614
203
$556K 0.07%
12,936
204
$556K 0.07%
14,454
-518
205
$551K 0.07%
2,290
-70
206
$546K 0.07%
6,298
207
$527K 0.07%
5,828
+1,792
208
$524K 0.07%
14,428
-66
209
$514K 0.06%
11,693
210
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20,061
-965
211
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8,475
-307
212
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495
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213
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+11,109
214
$484K 0.06%
4,201
-151
215
$484K 0.06%
7,838
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216
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+9,530
217
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8,003
218
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8,832
219
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6,624
220
$457K 0.06%
6,201
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221
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8,378
-213
222
$445K 0.06%
6,875
-334
223
$443K 0.06%
5,236
-194
224
$440K 0.05%
25,972
225
$437K 0.05%
41,141
7 8
9
10 11