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
276
$247K 0.02%
+5,500
277
$245K 0.02%
1,332
278
$243K 0.02%
5,086
279
$243K 0.02%
1,064
280
$242K 0.02%
3,290
+471
281
$239K 0.02%
10,665
282
$238K 0.02%
2,720
283
$237K 0.02%
2,456
284
$235K 0.02%
14,220
285
$233K 0.02%
+8,867
286
$233K 0.02%
9,803
287
$230K 0.02%
+10,000
288
$230K 0.02%
6,445
289
$227K 0.02%
+8,249
290
$226K 0.02%
2,183
291
$226K 0.02%
+3,909
292
$226K 0.02%
+9,500
293
$225K 0.02%
13,758
294
$218K 0.02%
+3,265
295
$218K 0.02%
+2,858
296
$217K 0.02%
+9,989
297
$214K 0.02%
+9,293
298
$213K 0.02%
+2,835
299
$210K 0.02%
+2,503
300
$208K 0.02%
+3,962
10 11
12
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