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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-71,109
352
– –
-104,867
353
– –
-14,122
354
– –
-42,411
355
– –
-37,883
356
– –
-27,360
357
– –
-34,091
358
– –
-25,972
11 12 13 14
15