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
276
$1.3M 0.06%
98,041
277
$1.28M 0.06%
45,380
-131,127
278
$1.28M 0.06%
83,325
+12,390
279
$1.28M 0.06%
54,855
280
$1.27M 0.06%
11,444
-558
281
$1.27M 0.06%
10,175
282
$1.24M 0.05%
58,675
+1,603
283
$1.24M 0.05%
11,926
+619
284
$1.24M 0.05%
38,982
+4,527
285
$1.23M 0.05%
58,975
-58
286
$1.23M 0.05%
13,729
+1,113
287
$1.23M 0.05%
11,674
+1,494
288
$1.22M 0.05%
31,802
+1,328
289
$1.21M 0.05%
9,590
+1,663
290
$1.2M 0.05%
26,030
+2,159
291
$1.19M 0.05%
121,244
+13,084
292
$1.19M 0.05%
12,650
+1,006
293
$1.19M 0.05%
14,960
+3,117
294
$1.19M 0.05%
26,814
-1,597
295
$1.19M 0.05%
10,698
+1,736
296
$1.18M 0.05%
22,950
+1,360
297
$1.18M 0.05%
30,036
+5,045
298
$1.18M 0.05%
13,827
+2,046
299
$1.15M 0.05%
10,113
+825
300
$1.15M 0.05%
13,920
+825
10 11
12
13 14