CALVERT INVESTMENT MANAGEMENT, INC. Information

4550 MONTGOMERY AVENUE, BETHESDA, Maryland, 20814, (301) 951-4881

Report Date: 06/30/2015

Position Statistics

Total Positions 1,215
New Positions 601
Increased Positions 691
Decreased Positions 524
Positions with Activity 1,215
Sold Out Positions 243
Total Mkt Value (in $ millions) 957

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.96%
Capital Goods 3.24%
Conglomerates 0.07%
Consumer Cyclical 2.25%
Consumer/Non-Cyclical 3.95%
Energy 3.15%
Financial 40.66%
Healthcare 7.6%
Services 14.17%
Technology 15.23%
Transportation 1.72%
Utilities 2.22%

691 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE US AGGBD ET 51,192 51,192 New 470,000
VANGUARD INDEX FDS S&P 500 ETF SHS 46,111 46,111 New 254,600
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 30,334 30,334 New 812,800
VANGUARD BD INDEX FD INC TOTAL BND MRKT 28,129 28,129 New 345,400
ISHARES TR S&P 500 GRWT ETF 21,098 21,098 New 190,400
ISHARES TR S&P 500 VAL ETF 20,615 20,615 New 236,900
ISHARES TR NA NAT RES 11,734 11,734 New 369,000
ISHARES TR RUSSELL 2000 ETF 11,278 11,278 New 97,900
BARCLAYS BK PLC DJUBS CMDT ETN36 9,267 9,267 New 366,300
VANGUARD INDEX FDS REIT ETF 7,551 7,551 New 102,000
SELECT SECTOR SPDR TR SBI INT-ENERGY 6,377 6,377 New 96,000
VANGUARD WORLD FDS ENERGY ETF 6,313 6,313 New 67,300
EXXON MOBIL CORP COM 5,888 3,773 178.47 78,251
ISHARES TR CORE S&P MCP ETF 4,843 4,843 New 34,200
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,577 1,407 44.38 34,145
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3,922 3,922 New 15,200
ISHARES US OIL&GS EX ETF 3,812 3,812 New 62,700
SPDR S&P 500 ETF TR TR UNIT 3,805 3,805 New 19,250
VERIZON COMMUNICATIONS INC COM 3,513 2,989 569.83 76,361
CELGENE CORP COM 3,313 3,313 New 28,054