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
276
$275K 0.02%
7,927
-322
277
$271K 0.02%
4,663
+8
278
$262K 0.02%
13,538
-55,054
279
$261K 0.02%
10,400
+900
280
$253K 0.02%
13,619
-139
281
$249K 0.02%
1,333
+1
282
$247K 0.02%
3,346
-3,278
283
$241K 0.02%
2,856
-99
284
$241K 0.02%
2,186
+3
285
$239K 0.02%
6,457
+12
286
$238K 0.02%
5,147
+61
287
$237K 0.02%
11,613
+22
288
$237K 0.02%
10,008
+19
289
$236K 0.02%
3,197
-93
290
$232K 0.02%
4,543
-306
291
$231K 0.02%
2,840
+5
292
$230K 0.02%
5,117
+9
293
$229K 0.02%
3,270
+5
294
$226K 0.02%
754
+1
295
$226K 0.02%
1,071
+7
296
$224K 0.02%
3,028
-6,095
297
$219K 0.02%
2,611
-109
298
$218K 0.02%
5,505
+5
299
$217K 0.02%
2,429
-27
300
$211K 0.01%
2,714
-144
10 11
12
13 14