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
201
$1.12M 0.08%
11,902
+924
202
$1.12M 0.08%
10,700
+808
203
$1.1M 0.08%
12,461
+883
204
$1.1M 0.08%
8,231
+626
205
$1.09M 0.07%
11,520
+862
206
$1.09M 0.07%
35,650
+2,416
207
$1.07M 0.07%
10,412
+736
208
$1.06M 0.07%
13,183
+822
209
$1.06M 0.07%
19,172
+1,375
210
$1.04M 0.07%
11,274
+862
211
$1.04M 0.07%
5,778
+494
212
$1.03M 0.07%
251,050
+6,545
213
$1.02M 0.07%
14,800
+1,900
214
$1.01M 0.07%
100,730
+8,240
215
$989K 0.07%
9,563
+747
216
$988K 0.07%
22,525
+1,715
217
$971K 0.07%
7,345
+472
218
$964K 0.07%
26,562
+1,946
219
$962K 0.07%
11,496
+817
220
$957K 0.07%
21,116
+1,599
221
$956K 0.07%
10,741
+805
222
$956K 0.07%
4,161
+367
223
$949K 0.07%
20,700
-56,000
224
$931K 0.06%
19,082
+3,640
225
$931K 0.06%
5,572
+663
7 8
9
10 11