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
251
$1.62M 0.07%
4,485
+458
252
$1.55M 0.07%
37,954
+4,710
253
$1.54M 0.07%
67,971
254
$1.53M 0.07%
32,344
+8,934
255
$1.52M 0.07%
80,691
+17,030
256
$1.51M 0.07%
41,436
+3,571
257
$1.5M 0.07%
54,497
+6,624
258
$1.48M 0.07%
42,647
+5,053
259
$1.48M 0.07%
24,252
+20,807
260
$1.47M 0.06%
20,446
+295
261
$1.47M 0.06%
80,565
+930
262
$1.46M 0.06%
31,741
+4,738
263
$1.46M 0.06%
43,831
+8,295
264
$1.45M 0.06%
26,260
+1,871
265
$1.44M 0.06%
34,946
+2,134
266
$1.41M 0.06%
34,804
+2,155
267
$1.39M 0.06%
7,608
+945
268
$1.36M 0.06%
12,750
-231,290
269
$1.35M 0.06%
12,215
-21,209
270
$1.34M 0.06%
56,345
+1,217
271
$1.34M 0.06%
23,180
+3,107
272
$1.34M 0.06%
8,496
+1,159
273
$1.34M 0.06%
46,667
+6,507
274
$1.31M 0.06%
107,372
-1,127
275
$1.31M 0.06%
21,463
+1,338
9 10
11
12 13