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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$654K 0.04%
9,331
+927
277
$653K 0.04%
11,373
+1,076
278
$653K 0.04%
6,852
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279
$651K 0.04%
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280
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5,827
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281
$642K 0.04%
13,276
282
$633K 0.04%
15,226
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283
$630K 0.04%
8,210
+718
284
$629K 0.04%
9,112
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285
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286
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6,645
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287
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288
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12,003
+1,177
289
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13,826
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290
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291
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35,401
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292
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18,141
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293
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500
294
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9,600
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295
$606K 0.04%
14,114
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296
$602K 0.04%
7,948
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297
$599K 0.04%
8,988
+800
298
$595K 0.04%
17,770
+2,038
299
$594K 0.04%
9,041
+804
300
$592K 0.04%
5,297
+512
10 11
12
13 14