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
351
$840K 0.04%
3,814
+486
352
$839K 0.04%
30,697
353
$838K 0.04%
10,206
+1,211
354
$836K 0.04%
7,755
+1,090
355
$836K 0.04%
12,347
+2,025
356
$834K 0.04%
11,236
+945
357
$833K 0.04%
18,429
-104,800
358
$833K 0.04%
10,061
359
$828K 0.04%
11,845
360
$819K 0.04%
26,053
+3,184
361
$817K 0.04%
12,506
+3,516
362
$817K 0.04%
30,142
363
$816K 0.04%
86,650
+13,800
364
$804K 0.04%
10,567
+1,642
365
$802K 0.04%
102,178
+19,813
366
$790K 0.03%
9,631
+1,622
367
$789K 0.03%
21,660
+2,120
368
$788K 0.03%
13,476
369
$786K 0.03%
15,496
+1,259
370
$785K 0.03%
54,970
371
$780K 0.03%
19,573
+1,014
372
$779K 0.03%
10,758
+1,526
373
$775K 0.03%
14,669
+1,131
374
$768K 0.03%
6,592
375
$764K 0.03%
9,258
+2,693
13 14
15
16 17