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
26
$22.6M 1.03%
1,263,607
-296,916
27
$22.6M 1.03%
234,400
+80,659
28
$21.9M 1%
249,064
+4,184
29
$21.9M 1%
111,011
-64,958
30
$21.8M 0.99%
192,917
+26,653
31
$20.6M 0.94%
270,731
-82,760
32
$19.7M 0.9%
273,533
-227,686
33
$18.6M 0.85%
436,187
-5,583
34
$17.3M 0.79%
279,860
-135,830
35
$16.9M 0.77%
168,791
+47,304
36
$16.4M 0.75%
385,270
+42,364
37
$15.5M 0.71%
448,340
+291,266
38
$15.5M 0.71%
457,520
+128,540
39
$15.3M 0.7%
909,570
+225,069
40
$13.9M 0.64%
494,036
+79,288
41
$13.9M 0.63%
224,671
+39,094
42
$13.9M 0.63%
268,444
+113,855
43
$13.7M 0.63%
104,397
+14,061
44
$13.3M 0.61%
139,794
-45,909
45
$13.2M 0.6%
126,173
+32,032
46
$11.9M 0.54%
154,366
+37,882
47
$11.8M 0.54%
453,851
-808,628
48
$11.7M 0.53%
234,455
+24,949
49
$11.6M 0.53%
269,255
+71,386
50
$11.4M 0.52%
265,642
+107,432
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