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
376
$761K 0.03%
118,836
-467,181
377
$757K 0.03%
12,835
+1,090
378
$755K 0.03%
18,213
+3,025
379
$753K 0.03%
11,306
+2,188
380
$752K 0.03%
10,243
+685
381
$750K 0.03%
9,634
+768
382
$749K 0.03%
16,198
+41
383
$749K 0.03%
24,080
+1,517
384
$745K 0.03%
9,689
+1,878
385
$742K 0.03%
16,300
386
$741K 0.03%
54,379
387
$738K 0.03%
66,890
+12,967
388
$736K 0.03%
8,608
+700
389
$735K 0.03%
18,753
+1,683
390
$731K 0.03%
11,438
+5,501
391
$730K 0.03%
10,074
+524
392
$726K 0.03%
42,323
393
$722K 0.03%
3,310
+375
394
$719K 0.03%
7,141
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395
$718K 0.03%
3,763
+240
396
$716K 0.03%
21,299
+3,619
397
$713K 0.03%
16,107
+2,703
398
$710K 0.03%
4,524
+268
399
$709K 0.03%
39,190
+2,665
400
$709K 0.03%
54,269
14 15
16
17 18