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
251
$1.36M 0.06%
161,688
-121,965
252
$1.34M 0.06%
79,635
+17,505
253
$1.34M 0.06%
51,615
+23,269
254
$1.34M 0.06%
7,498
+1,683
255
$1.33M 0.06%
35,536
+4,767
256
$1.33M 0.06%
54,855
-1,287
257
$1.32M 0.06%
19,470
+3,487
258
$1.31M 0.06%
15,262
+3,414
259
$1.31M 0.06%
+108,499
260
$1.28M 0.06%
47,873
+18,573
261
$1.27M 0.06%
+32,649
262
$1.27M 0.06%
+67,971
263
$1.27M 0.06%
10,175
-627
264
$1.26M 0.06%
+6,663
265
$1.26M 0.06%
20,039
+7,322
266
$1.25M 0.06%
32,812
+8,067
267
$1.25M 0.06%
50,589
-27,542
268
$1.24M 0.06%
11,644
+3,137
269
$1.24M 0.06%
33,753
+7,825
270
$1.23M 0.06%
37,594
+10,711
271
$1.23M 0.06%
19,078
+4,405
272
$1.2M 0.05%
+24,810
273
$1.2M 0.05%
37,865
+12,492
274
$1.19M 0.05%
16,472
+4,696
275
$1.19M 0.05%
+24,991
9 10
11
12 13