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
276
$1.18M 0.05%
20,125
+5,044
277
$1.18M 0.05%
108,160
+36,192
278
$1.18M 0.05%
12,616
+3,212
279
$1.17M 0.05%
63,661
+15,415
280
$1.17M 0.05%
27,003
+7,553
281
$1.17M 0.05%
34,678
+13,350
282
$1.15M 0.05%
24,389
+4,965
283
$1.14M 0.05%
70,935
+14,130
284
$1.1M 0.05%
13,883
-191
285
$1.09M 0.05%
11,307
+1,605
286
$1.09M 0.05%
10,180
+2,409
287
$1.09M 0.05%
19,636
+5,186
288
$1.08M 0.05%
20,073
+4,443
289
$1.08M 0.05%
59,033
+14,241
290
$1.07M 0.05%
10,359
+1,851
291
$1.07M 0.05%
57,072
+15,251
292
$1.06M 0.05%
+89,408
293
$1.06M 0.05%
40,160
+15,156
294
$1.05M 0.05%
24,122
-1,619
295
$1.05M 0.05%
17,471
+4,442
296
$1.05M 0.05%
28,423
+8,121
297
$1.05M 0.05%
+98,041
298
$1.04M 0.05%
9,550
+2,210
299
$1.03M 0.05%
34,455
+12,303
300
$1.02M 0.05%
30,474
-53,612
10 11
12
13 14