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
$2.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$26.7M
3
+$25.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
WFC icon
Wells Fargo
WFC
+$12.8M

Top Sells

1
+$29.9M
2
+$25.5M
3
+$25.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$23.7M
5
T icon
AT&T
T
+$21M

Sector Composition

1 Financials 20.87%
2 Healthcare 19.46%
3 Technology 13.23%
4 Industrials 10.77%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68M 0.08%
+16,989
227
$1.66M 0.08%
55,344
+16,906
228
$1.65M 0.08%
27,448
+5,722
229
$1.65M 0.08%
38,222
+8,790
230
$1.64M 0.07%
30,753
+8,450
231
$1.63M 0.07%
39,689
+9,617
232
$1.61M 0.07%
27,883
+7,635
233
$1.61M 0.07%
29,950
+8,848
234
$1.6M 0.07%
18,537
+6,210
235
$1.55M 0.07%
75,461
+38,674
236
$1.51M 0.07%
55,128
+13,599
237
$1.49M 0.07%
11,843
+2,734
238
$1.45M 0.07%
12,002
+6,235
239
$1.44M 0.07%
43,420
+11,550
240
$1.44M 0.07%
78,402
+33,326
241
$1.43M 0.07%
13,730
-11,599
242
$1.41M 0.06%
45,068
+17,452
243
$1.4M 0.06%
+83,611
244
$1.39M 0.06%
144,900
+53,732
245
$1.38M 0.06%
+94,710
246
$1.38M 0.06%
33,244
+8,300
247
$1.37M 0.06%
7,337
+1,282
248
$1.37M 0.06%
20,151
+5,785
249
$1.36M 0.06%
23,871
+5,358
250
$1.36M 0.06%
28,411
+5,639
8 9
10
11 12