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
301
$211K 0.01%
+6,413
302
$209K 0.01%
3,853
-56
303
$206K 0.01%
2,507
+4
304
$204K 0.01%
+5,325
305
$204K 0.01%
+8,851
306
$203K 0.01%
5,607
-57
307
$183K 0.01%
+11,246
308
$160K 0.01%
37,390
+10,185
309
$146K 0.01%
13,098
-336
310
$131K 0.01%
+23,581
311
$126K 0.01%
4,235
+8
312
$125K 0.01%
+11,580
313
$110K 0.01%
+11,057
314
$91K 0.01%
2,859
-176
315
$67K ﹤0.01%
+11,431
316
$49K ﹤0.01%
+3,436
317
$15K ﹤0.01%
+106
318
– –
-69,900
319
– –
-48,071
320
– –
-86,185
321
– –
-8,807
322
– –
-16,400
323
– –
-3,962
324
– –
-4,903
325
– –
-9,530
10 11 12
13
14