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
401
$701K 0.03%
17,490
+1,984
402
$699K 0.03%
177,040
403
$699K 0.03%
13,354
-192
404
$698K 0.03%
11,967
+1,122
405
$698K 0.03%
15,831
406
$694K 0.03%
4,327
+328
407
$690K 0.03%
37,551
+3,139
408
$682K 0.03%
13,756
+3,797
409
$680K 0.03%
10,330
+916
410
$679K 0.03%
36,256
+2,246
411
$675K 0.03%
3,483
-56
412
$671K 0.03%
9,432
-1,147
413
$669K 0.03%
28,209
+11,169
414
$667K 0.03%
6,179
415
$666K 0.03%
9,862
-9,216
416
$664K 0.03%
13,612
+1,379
417
$663K 0.03%
80,290
+15,560
418
$660K 0.03%
4,065
+399
419
$658K 0.03%
22,821
+1,439
420
$652K 0.03%
54,692
421
$649K 0.03%
570
+50
422
$647K 0.03%
10,680
+2,800
423
$643K 0.03%
22,695
+1,333
424
$639K 0.03%
6,380
+486
425
$639K 0.03%
530
+30
15 16
17
18 19