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
376
$683K 0.03%
6,430
+1,175
377
$681K 0.03%
8,866
+2,297
378
$678K 0.03%
8,925
+1,688
379
$674K 0.03%
6,179
-76
380
$671K 0.03%
11,745
+3,340
381
$669K 0.03%
+9,791
382
$669K 0.03%
7,789
+1,939
383
$669K 0.03%
5,589
+1,728
384
$669K 0.03%
14,997
+4,211
385
$667K 0.03%
3,523
+819
386
$666K 0.03%
+9,558
387
$665K 0.03%
9,595
+2,427
388
$662K 0.03%
+15,831
389
$662K 0.03%
18,936
+4,634
390
$661K 0.03%
10,845
+3,122
391
$655K 0.03%
+3,539
392
$650K 0.03%
19,540
+5,372
393
$647K 0.03%
22,869
+6,295
394
$647K 0.03%
785,600
+211,000
395
$645K 0.03%
8,009
+2,011
396
$641K 0.03%
4,361
+1,100
397
$640K 0.03%
10,322
+2,226
398
$640K 0.03%
7,394
+2,337
399
$638K 0.03%
10,291
+3,005
400
$634K 0.03%
+34,010
14 15
16
17 18