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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$443K 0.03%
8,832
227
$439K 0.03%
13,764
228
$434K 0.03%
9,530
+900
229
$432K 0.03%
7,686
+400
230
$424K 0.03%
26,378
231
$414K 0.03%
8,383
232
$412K 0.03%
4,471
233
$410K 0.03%
6,624
234
$398K 0.03%
360
+110
235
$393K 0.03%
370
+110
236
$392K 0.03%
+16,127
237
$386K 0.03%
11,060
238
$386K 0.03%
3,468
239
$383K 0.03%
1,211
240
$375K 0.03%
5,288
241
$371K 0.03%
38,042
-32,355
242
$370K 0.03%
9,143
243
$369K 0.03%
2,835
244
$363K 0.03%
9,608
245
$362K 0.03%
12,305
-46,878
246
$351K 0.03%
+16,400
247
$351K 0.03%
2,485
248
$346K 0.03%
6,800
249
$345K 0.03%
5,414
250
$345K 0.03%
7,700
+1,200
8 9
10
11 12