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
451
$567K 0.03%
21,841
452
$564K 0.02%
142,762
453
$562K 0.02%
24,486
+2,044
454
$560K 0.02%
10,915
+625
455
$555K 0.02%
11,908
+1,474
456
$555K 0.02%
16,113
-17,640
457
$554K 0.02%
6,981
+561
458
$550K 0.02%
18,700
+1,854
459
$542K 0.02%
16,411
+1,126
460
$542K 0.02%
13,143
+1,248
461
$539K 0.02%
6,727
+2,057
462
$536K 0.02%
1,554
+278
463
$536K 0.02%
23,821
+5,708
464
$534K 0.02%
3,922
+737
465
$531K 0.02%
21,700
+3,878
466
$528K 0.02%
15,631
+1,316
467
$528K 0.02%
17,152
-680
468
$527K 0.02%
13,911
+2,673
469
$522K 0.02%
8,088
+919
470
$522K 0.02%
15,122
+3,627
471
$520K 0.02%
22,525
472
$520K 0.02%
9,658
+541
473
$519K 0.02%
16,266
+1,871
474
$515K 0.02%
24,393
+6,839
475
$513K 0.02%
6,929
+772
17 18
19
20 21