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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$960K 0.06%
18,226
+1,766
227
$953K 0.06%
15,300
+500
228
$943K 0.06%
11,650
+1,325
229
$917K 0.06%
70,450
+8,800
230
$911K 0.06%
21,500
+800
231
$895K 0.06%
13,014
+1,518
232
$888K 0.06%
27,358
+843
233
$888K 0.06%
7,785
+1,007
234
$882K 0.06%
17,190
+1,583
235
$875K 0.06%
46,396
236
$874K 0.06%
25,307
+2,715
237
$872K 0.06%
13,845
+1,619
238
$863K 0.06%
12,687
+1,514
239
$842K 0.05%
21,210
+1,978
240
$840K 0.05%
8,543
+966
241
$820K 0.05%
15,752
+1,625
242
$818K 0.05%
64,995
+7,545
243
$811K 0.05%
3,428
+312
244
$807K 0.05%
9,710
+846
245
$802K 0.05%
13,629
+1,430
246
$799K 0.05%
54,232
+5,088
247
$775K 0.05%
12,400
+700
248
$773K 0.05%
12,677
+1,243
249
$771K 0.05%
18,434
+984
250
$768K 0.05%
9,918
+1,162
8 9
10
11 12