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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 0.96%
392,013
+275,096
27
$13.2M 0.96%
97,988
+18,738
28
$13.1M 0.96%
176,438
+122,285
29
$13M 0.95%
227,098
+137,128
30
$12.8M 0.93%
141,114
+137,522
31
$12.3M 0.9%
158,412
+30,400
32
$12.1M 0.88%
231,554
+44,687
33
$12M 0.88%
85,167
+73,883
34
$12M 0.87%
133,880
+41,785
35
$11.9M 0.87%
239,423
+160,865
36
$11.9M 0.87%
276,090
+53,384
37
$11.6M 0.84%
397,737
+20,774
38
$11.5M 0.84%
126,088
+20,458
39
$11.5M 0.84%
431,562
-110,423
40
$11.4M 0.83%
305,969
+299,200
41
$11.3M 0.82%
320,000
+84,600
42
$11M 0.8%
707,495
+92,105
43
$11M 0.8%
392,385
+1,766
44
$10.7M 0.78%
266,531
+56,574
45
$10.4M 0.76%
+96,609
46
$10.3M 0.76%
87,300
+22,600
47
$10.3M 0.75%
329,173
+186,600
48
$10.3M 0.75%
598,337
+453,269
49
$10.2M 0.75%
165,600
+14,700
50
$10M 0.73%
268,320
+2,778
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