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
326
$832K 0.04%
20,252
+4,025
327
$828K 0.04%
6,665
+2,578
328
$825K 0.04%
54,269
-723
329
$817K 0.04%
4,033
+896
330
$814K 0.04%
20,774
+6,680
331
$809K 0.04%
4,417
+1,016
332
$806K 0.04%
11,845
-133
333
$806K 0.04%
8,732
+2,445
334
$792K 0.04%
10,061
-7,283
335
$791K 0.04%
82,365
+20,426
336
$784K 0.04%
19,826
+5,484
337
$777K 0.04%
44,800
+8,800
338
$777K 0.04%
76,132
+19,504
339
$776K 0.04%
18,559
+4,338
340
$772K 0.04%
54,970
-665
341
$772K 0.04%
177,040
-2,529
342
$772K 0.04%
42,323
+6,423
343
$766K 0.03%
13,546
+3,325
344
$760K 0.03%
12,549
+3,577
345
$760K 0.03%
3,328
+836
346
$756K 0.03%
6,592
-1,889
347
$756K 0.03%
22,563
+4,516
348
$751K 0.03%
27,215
+10,322
349
$751K 0.03%
11,583
-60
350
$744K 0.03%
13,476
-80
12 13
14
15 16