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
251
$340K 0.02%
13,664
-1,162
252
$339K 0.02%
3,273
-37,153
253
$338K 0.02%
6,292
254
$333K 0.02%
3,963
255
$332K 0.02%
19,773
-163,551
256
$325K 0.02%
+13,521
257
$323K 0.02%
8,807
258
$318K 0.02%
+5,369
259
$317K 0.02%
2,853
260
$315K 0.02%
4,289
261
$315K 0.02%
33,266
+17,592
262
$309K 0.02%
5,733
263
$303K 0.02%
6,405
-763
264
$295K 0.02%
5,836
+40
265
$291K 0.02%
5,281
266
$289K 0.02%
11,119
267
$282K 0.02%
+6,100
268
$275K 0.02%
9,585
-35,540
269
$272K 0.02%
2,606
270
$269K 0.02%
4,493
271
$265K 0.02%
4,849
272
$260K 0.02%
4,655
273
$251K 0.02%
1,885
274
$250K 0.02%
14,055
275
$248K 0.02%
2,955
9 10
11
12 13