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
351
$742K 0.03%
10,998
+3,722
352
$739K 0.03%
21,382
+6,525
353
$737K 0.03%
3,338
+877
354
$736K 0.03%
54,692
-27,146
355
$736K 0.03%
13,538
-28,050
356
$734K 0.03%
13,263
+3,426
357
$734K 0.03%
13,967
+3,903
358
$730K 0.03%
4,256
+1,162
359
$727K 0.03%
31,399
+8,885
360
$723K 0.03%
34,412
+10,480
361
$711K 0.03%
26,947
+4,462
362
$711K 0.03%
53,923
+14,661
363
$710K 0.03%
19,536
+6,224
364
$709K 0.03%
10,579
+1,987
365
$708K 0.03%
+20,401
366
$701K 0.03%
14,237
+4,326
367
$701K 0.03%
15,447
+4,745
368
$699K 0.03%
72,850
+21,600
369
$699K 0.03%
59,372
+20,262
370
$699K 0.03%
16,157
+3,886
371
$697K 0.03%
11,891
+2,837
372
$696K 0.03%
10,337
+3,243
373
$689K 0.03%
54,379
-846
374
$688K 0.03%
6,565
+1,256
375
$686K 0.03%
2,935
+895
13 14
15
16 17