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
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.09M
3
+$5.38M
4
UNP icon
Union Pacific
UNP
+$5.37M
5
FE icon
FirstEnergy
FE
+$4.9M

Top Sells

1
+$13.1M
2
+$6.92M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$6.37M
5
DST
DST Systems Inc.
DST
+$6.03M

Sector Composition

1 Financials 20%
2 Healthcare 17.35%
3 Technology 15.08%
4 Industrials 9.52%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.02%
2,297
-188
252
$335K 0.02%
3,689
-7,493
253
$335K 0.02%
5,424
+10
254
$329K 0.02%
9,160
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255
$325K 0.02%
3,278
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256
$322K 0.02%
5,743
+10
257
$319K 0.02%
6,809
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258
$319K 0.02%
3,917
-46
259
$319K 0.02%
1,435
+391
260
$312K 0.02%
6,304
+12
261
$304K 0.02%
11,140
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262
$303K 0.02%
12,772
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263
$302K 0.02%
5,291
+10
264
$299K 0.02%
5,412
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265
$296K 0.02%
4,501
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266
$296K 0.02%
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267
$296K 0.02%
9,668
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268
$295K 0.02%
14,526
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269
$294K 0.02%
31,869
+16,424
270
$293K 0.02%
+3,143
271
$292K 0.02%
4,193
-96
272
$290K 0.02%
1,908
+23
273
$286K 0.02%
13,742
-313
274
$282K 0.02%
2,610
+4
275
$276K 0.02%
15,524
+4,859
9 10
11
12 13