CIM
Calvert Investment Management Portfolio holdings
AUM
$2.67B
This Quarter Return
+9.61%
1 Year Return
+16.23%
3 Year Return
+30.91%
5 Year Return
–
10 Year Return
–
AUM
$1.37B
AUM Growth
+$1.37B
(+71%)
Cap. Flow
+$501M
Cap. Flow
% of AUM
36.53%
Top 10 Holdings %
Top 10 Hldgs %
21.42%
Holding
403
New
65
Increased
148
Reduced
51
Closed
61
Top Buys
| 1 |
Apple
AAPL
|
$32.3M |
| 2 |
DST
DST Systems Inc.
DST
|
$24.7M |
| 3 |
Johnson & Johnson
JNJ
|
$23.2M |
| 4 |
Capital One
COF
|
$21.9M |
| 5 |
DTV
DIRECTV COM STK (DE)
DTV
|
$19.9M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$5.87M |
| 2 |
Duke Energy
DUK
|
$5.8M |
| 3 |
Exxon Mobil
XOM
|
$5.59M |
| 4 |
KeyCorp
KEY
|
$5.54M |
| 5 |
Goldman Sachs
GS
|
$5.53M |
Sector Composition
| 1 | Financials | 20.1% |
| 2 | Healthcare | 17.31% |
| 3 | Technology | 15.25% |
| 4 | Industrials | 9.62% |
| 5 | Communication Services | 9.16% |