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
326
$940K 0.04%
10,197
+1,465
327
$939K 0.04%
17,722
+251
328
$930K 0.04%
17,217
+1,309
329
$928K 0.04%
19,321
+4,324
330
$924K 0.04%
18,568
+3,898
331
$920K 0.04%
1,032,760
+247,160
332
$917K 0.04%
23,238
+4,366
333
$902K 0.04%
28,218
+5,539
334
$901K 0.04%
18,037
+2,150
335
$901K 0.04%
62,312
+17,288
336
$895K 0.04%
4,421
+4
337
$892K 0.04%
14,476
+6,429
338
$889K 0.04%
8,944
+1,155
339
$888K 0.04%
20,146
+1,210
340
$888K 0.04%
4,925
+564
341
$886K 0.04%
7,784
+2,195
342
$885K 0.04%
42,243
+21,037
343
$874K 0.04%
10,477
+882
344
$871K 0.04%
11,676
+2,982
345
$870K 0.04%
24,122
346
$866K 0.04%
19,060
347
$861K 0.04%
22,503
-1,176
348
$853K 0.04%
19,722
-104
349
$847K 0.04%
202,598
350
$843K 0.04%
22,904
+2,130
12 13
14
15 16