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
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.09M
3
+$5.38M
4
UNP icon
Union Pacific
UNP
+$5.37M
5
FE icon
FirstEnergy
FE
+$4.9M

Top Sells

1
+$13.1M
2
+$6.92M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$6.37M
5
DST
DST Systems Inc.
DST
+$6.03M

Sector Composition

1 Financials 20%
2 Healthcare 17.35%
3 Technology 15.08%
4 Industrials 9.52%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1.01%
217,865
-166
27
$13.5M 0.96%
444,045
+46,308
28
$13.1M 0.93%
105,917
+7,929
29
$13.1M 0.93%
154,531
-371
30
$13M 0.92%
490,799
+59,237
31
$12.8M 0.91%
176,301
-137
32
$12.7M 0.9%
85,103
-64
33
$12.7M 0.9%
735,791
+28,296
34
$12.4M 0.88%
239,163
-260
35
$12.4M 0.88%
135,586
+9,498
36
$12.2M 0.86%
296,154
+29,623
37
$12.1M 0.86%
391,707
-306
38
$12.1M 0.85%
141,854
+740
39
$11.7M 0.82%
328,300
+8,300
40
$11.5M 0.82%
172,400
+6,800
41
$11.4M 0.81%
357,346
+49,190
42
$11.4M 0.81%
239,110
+7,556
43
$11.1M 0.79%
97,225
+616
44
$10.8M 0.77%
124,420
-33,992
45
$10.7M 0.75%
265,681
-40,288
46
$10.7M 0.75%
259,917
-8,403
47
$10.5M 0.75%
379,778
-12,607
48
$10.3M 0.73%
238,800
+52,200
49
$10.3M 0.73%
329,280
+107
50
$10.2M 0.72%
104,536
-29,344
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