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
426
$567K 0.03%
10,497
+2,457
427
$562K 0.03%
3,583
+1,117
428
$561K 0.03%
50,736
+16,483
429
$556K 0.03%
28,543
+11,085
430
$555K 0.03%
+21,206
431
$552K 0.03%
12,233
+3,324
432
$549K 0.03%
14,023
-29,557
433
$545K 0.02%
14,315
+3,596
434
$545K 0.02%
+4,404
435
$533K 0.02%
19,260
-378
436
$532K 0.02%
8,990
+2,829
437
$531K 0.02%
21,841
-9,833
438
$528K 0.02%
4,296
+1,062
439
$528K 0.02%
17,822
+5,633
440
$527K 0.02%
7,699
+1,769
441
$526K 0.02%
14,263
+3,342
442
$526K 0.02%
13,260
+5,217
443
$522K 0.02%
22,442
+5,438
444
$522K 0.02%
10,665
+4,248
445
$522K 0.02%
8,666
+2,201
446
$522K 0.02%
4,404
+1,179
447
$519K 0.02%
9,414
+4,114
448
$518K 0.02%
+22,525
449
$518K 0.02%
10,355
+2,785
450
$514K 0.02%
64,730
+16,660
16 17
18
19 20