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
1
$38.8M 2.66%
1,407,704
+40,972
2
$28.5M 1.95%
613,669
+112,507
3
$24.5M 1.67%
827,651
+193,700
4
$22.9M 1.57%
366,490
+187,121
5
$22.8M 1.56%
217,863
+25,560
6
$22.4M 1.53%
850,208
+93,957
7
$21.6M 1.48%
393,123
+46,276
8
$21.2M 1.45%
761,777
+10,512
9
$20.1M 1.37%
219,827
+100,180
10
$20M 1.37%
234,529
-79,979
11
$18.8M 1.28%
117,795
+38,457
12
$18.4M 1.26%
223,075
-470
13
$17.7M 1.21%
194,346
+5,562
14
$17.6M 1.2%
198,505
+71,006
15
$16.8M 1.15%
580,528
-41,984
16
$15.7M 1.07%
238,935
+53,259
17
$15.5M 1.06%
127,991
+25,559
18
$14.9M 1.02%
274,968
+18,836
19
$14.7M 1%
377,665
-3,819
20
$14.1M 0.97%
232,902
+25,663
21
$13.8M 0.95%
354,401
+52,550
22
$13.5M 0.92%
142,868
+1,925
23
$13.3M 0.91%
87,697
+3,893
24
$13M 0.89%
277,168
+33,446
25
$12.9M 0.88%
178,815
-64,845
1
2 3 4 5