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
451
$514K 0.02%
6,034
+1,846
452
$510K 0.02%
12,541
+2,388
453
$509K 0.02%
17,832
+6,296
454
$508K 0.02%
15,506
+4,146
455
$505K 0.02%
9,959
+3,080
456
$505K 0.02%
18,293
+4,852
457
$500K 0.02%
15,025
+5,323
458
$497K 0.02%
10,434
+2,425
459
$490K 0.02%
8,047
+1,934
460
$488K 0.02%
15,285
+4,871
461
$488K 0.02%
3,185
+971
462
$486K 0.02%
+1,016
463
$482K 0.02%
12,461
+3,947
464
$481K 0.02%
+10,441
465
$480K 0.02%
17,680
+3,750
466
$472K 0.02%
16,846
+3,245
467
$470K 0.02%
11,487
+4,591
468
$470K 0.02%
11,238
+3,701
469
$467K 0.02%
7,169
+1,767
470
$467K 0.02%
10,290
+2,177
471
$467K 0.02%
+7,880
472
$458K 0.02%
6,948
+1,906
473
$457K 0.02%
4,233
+1,182
474
$457K 0.02%
6,420
+1,488
475
$456K 0.02%
19,586
+5,674
17 18
19
20 21