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
401
$631K 0.03%
+19,470
402
$630K 0.03%
16,300
-7,500
403
$629K 0.03%
21,362
+5,564
404
$628K 0.03%
14,670
+4,070
405
$626K 0.03%
4,648
+949
406
$625K 0.03%
+36,525
407
$622K 0.03%
7,811
+1,597
408
$620K 0.03%
4,826
+1,394
409
$619K 0.03%
5,894
-12,310
410
$606K 0.03%
4,708
+1,499
411
$602K 0.03%
3,999
+1,130
412
$602K 0.03%
9,118
+3,029
413
$593K 0.03%
6,594
+1,385
414
$591K 0.03%
8,694
+3,745
415
$591K 0.03%
13,404
+3,199
416
$590K 0.03%
7,908
+2,392
417
$588K 0.03%
45,024
+12,160
418
$586K 0.03%
+3,666
419
$582K 0.03%
142,762
-31,030
420
$582K 0.03%
9,232
+3,546
421
$581K 0.03%
500
422
$580K 0.03%
25,500
+5,312
423
$574K 0.03%
+67,263
424
$571K 0.03%
22,679
-48,164
425
$569K 0.03%
520
+20
15 16
17
18 19