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
1
$15M 1.86%
362,531
-2,013
2
$13.8M 1.72%
541,985
+623
3
$11.6M 1.44%
181,061
+8,474
4
$11.6M 1.44%
203,924
-2,645
5
$11.1M 1.38%
175,886
-4,784
6
$10.3M 1.29%
65,373
+244
7
$10.3M 1.28%
376,963
+128,811
8
$9.66M 1.2%
140,569
-20,587
9
$9.47M 1.18%
105,630
+2,818
10
$9.41M 1.17%
207,092
+31,588
11
$9.3M 1.16%
160,855
+134,100
12
$9.27M 1.15%
128,012
+2,834
13
$9.07M 1.13%
79,250
+12,582
14
$9.06M 1.13%
186,867
+67,767
15
$8.85M 1.1%
265,542
-267
16
$8.83M 1.1%
134,400
+4,700
17
$8.72M 1.08%
150,900
+3,300
18
$8.7M 1.08%
385,400
+68,600
19
$8.52M 1.06%
390,619
-1,124
20
$8.49M 1.06%
615,390
-18,012
21
$8.43M 1.05%
65,805
22
$8.23M 1.02%
46,462
+9,144
23
$8.21M 1.02%
235,400
+7,800
24
$8.16M 1.02%
222,706
+7,162
25
$8.07M 1%
93,800
+5,000
1
2 3 4 5