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 13.01%
4 Industrials 12.22%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.7M 3.93%
2,854,768
+7,944
2
$52M 2.59%
556,599
+33,983
3
$45.9M 2.29%
666,060
-18,533
4
$41.3M 2.06%
804,761
-61,704
5
$41.2M 2.05%
1,024,327
-38,239
6
$40.3M 2.01%
1,536,086
+78,288
7
$36.3M 1.81%
501,219
-10,147
8
$34.3M 1.71%
652,278
-29,216
9
$33.6M 1.68%
892,216
+197,542
10
$32.6M 1.62%
175,969
+7,355
11
$32.1M 1.6%
332,875
+29,189
12
$32M 1.6%
231,573
+7,212
13
$31.3M 1.56%
266,607
-6,733
14
$31.1M 1.55%
1,262,479
+1,006,593
15
$29.9M 1.49%
207,901
-7,064
16
$28.7M 1.43%
1,560,523
-106,626
17
$27.5M 1.37%
153,347
-2,841
18
$26.9M 1.34%
391,658
+1,379
19
$26.6M 1.33%
244,880
+28,928
20
$26.2M 1.31%
415,690
+27,153
21
$26.2M 1.3%
353,491
-17,688
22
$24.3M 1.21%
549,623
-14,438
23
$24.3M 1.21%
222,760
-4,870
24
$23.3M 1.16%
382,747
-10,746
25
$23.1M 1.15%
303,627
+257,490
1
2 3 4 5