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%
4 Industrials 12.23%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.18M 0.06%
13,448
-30
202
$1.17M 0.06%
30,072
+1,642
203
$1.16M 0.06%
25,928
+840
204
$1.16M 0.06%
81,838
-7,766
205
$1.15M 0.06%
10,802
206
$1.14M 0.06%
14,886
+758
207
$1.14M 0.06%
19,554
+1,134
208
$1.14M 0.06%
14,871
-9,264
209
$1.13M 0.06%
32,011
+3,682
210
$1.12M 0.06%
29,432
+1,451
211
$1.12M 0.06%
38,438
+1,956
212
$1.11M 0.06%
22,303
+1,329
213
$1.11M 0.06%
17,344
-3,301
214
$1.1M 0.05%
21,102
+1,052
215
$1.08M 0.05%
24,944
+2,093
216
$1.08M 0.05%
18,513
+305
217
$1.05M 0.05%
25,741
218
$1.04M 0.05%
5,815
+357
219
$1.04M 0.05%
20,248
+1,730
220
$1.04M 0.05%
6,055
+291
221
$1.04M 0.05%
62,130
+2,985
222
$1.02M 0.05%
11,092
-15
223
$1.02M 0.05%
203,315
-309,644
224
$1.01M 0.05%
41,529
-120,236
225
$1.01M 0.05%
14,673
+791
7 8
9
10 11