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
301
$591K 0.04%
10,070
+1,100
302
$589K 0.04%
11,068
+889
303
$588K 0.04%
415
+29
304
$584K 0.04%
14,575
+1,265
305
$584K 0.04%
21,554
306
$583K 0.04%
61,714
+7,153
307
$579K 0.04%
500
308
$578K 0.04%
9,514
+1,059
309
$574K 0.04%
13,530
+1,888
310
$574K 0.04%
35,879
+4,627
311
$570K 0.04%
5,261
+1,388
312
$569K 0.04%
8,008
+1,009
313
$569K 0.04%
5,894
+644
314
$554K 0.04%
11,400
+800
315
$551K 0.04%
10,489
+741
316
$544K 0.04%
38,406
+4,214
317
$543K 0.04%
12,031
+857
318
$534K 0.03%
5,232
+858
319
$533K 0.03%
19,037
320
$525K 0.03%
+6,588
321
$524K 0.03%
7,259
322
$523K 0.03%
13,838
+2,391
323
$520K 0.03%
15,883
324
$518K 0.03%
9,455
+997
325
$516K 0.03%
28,056
-32,917
11 12
13
14 15