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
426
$638K 0.03%
8,847
+2,409
427
$637K 0.03%
3,911
+328
428
$637K 0.03%
11,583
429
$630K 0.03%
5,076
+672
430
$624K 0.03%
3,554
+216
431
$620K 0.03%
8,522
+4,179
432
$620K 0.03%
4,702
+54
433
$617K 0.03%
8,147
+448
434
$611K 0.03%
13,732
+2,245
435
$609K 0.03%
19,316
-1,085
436
$606K 0.03%
10,702
+911
437
$602K 0.03%
63,104
+12,368
438
$601K 0.03%
26,788
+1,288
439
$597K 0.03%
16,712
+1,265
440
$597K 0.03%
12,509
+1,844
441
$594K 0.03%
10,426
-51
442
$589K 0.03%
19,036
+4,011
443
$589K 0.03%
1,188
+172
444
$584K 0.03%
4,710
+306
445
$582K 0.03%
11,380
+883
446
$575K 0.03%
6,822
+1,174
447
$574K 0.03%
14,981
+958
448
$571K 0.03%
9,132
+466
449
$570K 0.03%
17,556
+4,987
450
$570K 0.03%
13,930
+2,449
16 17
18
19 20