CALVERT INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 834
New Positions 50
Increased Positions 140
Decreased Positions 691
Positions with Activity 831
Sold Out Positions 37
Total Mkt Value (in $ millions) 2,800

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

Sector Weighting

Energy 3.71%
Basic Materials 3.68%
Industrials 16.26%
Consumer Cyclicals 11.62%
Consumer Non-Cyclicals 8.01%
Financials 18.43%
Healthcare 12.25%
Technology 18.75%
Telecommunication Services 2.42%
Utilities 4.86%

50 New Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TELUS CORP COM 4,512 4,512 New 134,479
INTERCONTINENTAL EXCHANGE INC COM 2,264 2,264 New 38,775
PAMPA ENERGIA S A SPONS ADR LVL I 2,078 2,078 New 44,166
YORK WTR CO COM 1,845 1,845 New 52,944
UNITED CONTL HLDGS INC COM 1,804 1,804 New 23,748
HAWKINS INC COM 1,492 1,492 New 29,810
YUM BRANDS INC COM 1,451 1,451 New 21,209
CREDICORP LTD COM 1,260 1,260 New 7,579
ARCONIC INC COM 1,032 1,032 New 34,489
RED HAT INC COM 776 776 New 9,392
INGREDION INC COM 683 683 New 5,653
YUM CHINA HLDGS INC COM 647 647 New 24,363
NETAPP INC COM 607 607 New 15,117
APTARGROUP INC COM 601 601 New 8,131
NASDAQ INC COM 566 566 New 7,918
TESARO INC COM 428 428 New 2,250
WELLCARE HEALTH PLANS INC COM 388 388 New 2,826
OLD REP INTL CORP COM 360 360 New 17,466
ALLIED WRLD ASSUR COM HLDG AG SHS 333 333 New 6,222
FIRST HAWAIIAN INC COM 320 320 New 9,979