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
301
$1.01M 0.05%
13,095
+3,383
302
$1M 0.05%
7,927
+1,949
303
$1M 0.05%
8,127
+2,770
304
$987K 0.05%
21,590
+5,270
305
$980K 0.04%
30,697
-97
306
$954K 0.04%
36,246
-329,508
307
$953K 0.04%
9,288
+2,549
308
$949K 0.04%
13,804
+3,006
309
$946K 0.04%
202,598
-717
310
$943K 0.04%
23,410
+9,938
311
$935K 0.04%
15,188
-8,283
312
$930K 0.04%
11,781
+2,937
313
$910K 0.04%
8,995
+2,329
314
$909K 0.04%
23,679
+6,168
315
$892K 0.04%
11,596
+3,799
316
$881K 0.04%
21,408
-148,272
317
$875K 0.04%
30,142
-5,294
318
$871K 0.04%
21,765
+5,237
319
$869K 0.04%
8,962
+2,180
320
$864K 0.04%
15,154
+6,115
321
$858K 0.04%
17,070
+5,369
322
$857K 0.04%
+19,060
323
$851K 0.04%
15,887
+3,849
324
$849K 0.04%
18,872
+6,069
325
$841K 0.04%
15,908
+3,728
11 12
13
14 15