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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$17.3M
3
+$15.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M
5
INTC icon
Intel
INTC
+$14.5M

Top Sells

1
+$24.6M
2
+$21.8M
3
+$18M
4
WU icon
Western Union
WU
+$16.4M
5
VZ icon
Verizon
VZ
+$15M

Sector Composition

1 Healthcare 17.56%
2 Financials 17.15%
3 Technology 15.08%
4 Industrials 10.31%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.95M 0.09%
19,700
+2,711
227
$1.93M 0.09%
23,204
+3,291
228
$1.91M 0.08%
113,289
229
$1.91M 0.08%
74,922
230
$1.91M 0.08%
46,531
-845
231
$1.91M 0.08%
60,394
+5,050
232
$1.9M 0.08%
12,824
+726
233
$1.88M 0.08%
99,252
+32,625
234
$1.87M 0.08%
65,269
+3,122
235
$1.87M 0.08%
39,992
+303
236
$1.86M 0.08%
157,293
+12,393
237
$1.78M 0.08%
12,550
-300
238
$1.76M 0.08%
120,542
239
$1.75M 0.08%
403,977
-148,480
240
$1.74M 0.08%
51,323
-6,872
241
$1.73M 0.08%
29,589
+2,853
242
$1.72M 0.08%
584,790
-549,980
243
$1.72M 0.08%
12,331
+2,280
244
$1.69M 0.07%
22,792
+2,753
245
$1.69M 0.07%
37,795
-33,675
246
$1.66M 0.07%
20,289
+1,353
247
$1.66M 0.07%
44,994
+1,574
248
$1.65M 0.07%
32,333
+2,383
249
$1.65M 0.07%
69,290
-13,467
250
$1.62M 0.07%
8,839
+1,341
8 9
10
11 12