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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.89%
133,131
-601
27
$13.4M 0.86%
270,076
+70,239
28
$13.2M 0.85%
85,857
+41,849
29
$13.1M 0.85%
262,473
+23,538
30
$12.3M 0.8%
178,062
+32,818
31
$12.2M 0.78%
345,493
+64,998
32
$12.1M 0.78%
86,972
+7,115
33
$11.6M 0.75%
356,451
+106,177
34
$11M 0.71%
446,355
+47,055
35
$11M 0.71%
48,584
+3,336
36
$10.9M 0.71%
86,053
+10,473
37
$10.9M 0.71%
270,049
+32,823
38
$10.8M 0.7%
158,774
+16,122
39
$10.5M 0.68%
298,092
-139,908
40
$10.3M 0.66%
544,685
+59,767
41
$10.2M 0.66%
252,941
+56,968
42
$10.1M 0.65%
131,160
-12,359
43
$9.96M 0.64%
647,212
+48,304
44
$9.82M 0.63%
85,918
+10,428
45
$9.8M 0.63%
59,231
+3,376
46
$9.77M 0.63%
162,039
47
$9.36M 0.6%
544,591
+106,099
48
$9.27M 0.6%
213,991
+59,992
49
$9.27M 0.6%
194,505
+23,571
50
$9.19M 0.59%
65,677
+4,198
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