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
301
$207K 0.02%
753
302
$207K 0.02%
3,583
303
$207K 0.02%
+2,648
304
$205K 0.02%
11,591
305
$205K 0.02%
945
+72
306
$204K 0.01%
+5,664
307
$203K 0.01%
+1,044
308
$202K 0.01%
+4,362
309
$201K 0.01%
4,903
310
$201K 0.01%
+5,108
311
$136K 0.01%
4,227
312
$133K 0.01%
13,434
313
$124K 0.01%
15,445
-15,076
314
$118K 0.01%
27,205
+1,208
315
$106K 0.01%
3,035
316
$54K ﹤0.01%
13,551
317
– –
-116,727
318
– –
-13,089
319
– –
-3,514
320
– –
-72,350
321
– –
-30,150
322
– –
-87,832
323
– –
-54,826
324
– –
-158,359
325
– –
-44,826
11 12
13
14 15