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
301
$1.15M 0.05%
8,830
+703
302
$1.13M 0.05%
91,613
+2,205
303
$1.13M 0.05%
28,815
+392
304
$1.12M 0.05%
72,923
-10,688
305
$1.12M 0.05%
13,883
306
$1.11M 0.05%
37,728
+1,482
307
$1.1M 0.05%
89,568
+13,436
308
$1.09M 0.05%
16,666
+194
309
$1.07M 0.05%
25,407
+3,642
310
$1.07M 0.05%
17,853
+2,699
311
$1.06M 0.05%
16,754
+4,205
312
$1.04M 0.05%
25,190
+3,782
313
$1.02M 0.04%
11,736
+1,377
314
$1.01M 0.04%
4,346
+313
315
$1.01M 0.04%
28,817
+8,565
316
$1.01M 0.04%
14,010
+3,012
317
$1.01M 0.04%
15,214
+1,410
318
$1M 0.04%
40,496
+11,953
319
$982K 0.04%
27,558
+8,022
320
$980K 0.04%
14,961
+4,624
321
$975K 0.04%
12,204
+608
322
$971K 0.04%
35,977
+8,762
323
$968K 0.04%
15,178
+1,211
324
$956K 0.04%
16,145
+2,882
325
$954K 0.04%
73,324
+13,952
11 12
13
14 15