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
26
$18.5M 0.82%
256,200
-72,162
27
$18.4M 0.81%
190,721
-38,688
28
$18.3M 0.81%
438,877
+170,433
29
$17.7M 0.78%
251,918
-162,280
30
$16.9M 0.75%
179,155
+131,205
31
$16.6M 0.73%
238,992
-34,541
32
$15.9M 0.7%
396,131
-40,056
33
$15.8M 0.7%
100,781
-10,230
34
$15.6M 0.69%
381,886
+217,588
35
$15.5M 0.69%
282,229
+2,369
36
$15.4M 0.68%
134,649
+8,476
37
$15.1M 0.66%
492,796
-1,240
38
$15M 0.66%
103,484
-913
39
$14.9M 0.66%
732,046
+522,961
40
$13.6M 0.6%
457,820
+300
41
$13.4M 0.59%
988,008
+78,438
42
$13.3M 0.59%
285,792
+16,537
43
$13.3M 0.59%
209,232
+105,951
44
$13.1M 0.58%
231,914
-248,384
45
$12.9M 0.57%
209,669
+147,453
46
$12.9M 0.57%
207,350
+187,714
47
$12.9M 0.57%
413,410
-416,442
48
$12.6M 0.56%
166,989
+116,895
49
$12.2M 0.54%
239,111
+4,656
50
$12.1M 0.53%
192,803
+165,355
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