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
476
$446K 0.02%
6,142
+956
477
$445K 0.02%
11,495
+2,684
478
$444K 0.02%
6,157
+1,652
479
$437K 0.02%
9,262
+2,144
480
$436K 0.02%
11,196
+3,097
481
$435K 0.02%
9,017
+2,199
482
$433K 0.02%
1,276
+249
483
$432K 0.02%
9,117
+2,552
484
$430K 0.02%
6,066
+1,092
485
$429K 0.02%
8,182
+2,847
486
$427K 0.02%
14,395
+3,249
487
$427K 0.02%
5,600
+1,378
488
$424K 0.02%
12,936
+2,813
489
$423K 0.02%
5,022
+1,201
490
$421K 0.02%
7,990
+2,178
491
$421K 0.02%
3,010
-38,300
492
$420K 0.02%
10,477
+2,058
493
$419K 0.02%
11,481
+2,828
494
$416K 0.02%
9,028
-58
495
$414K 0.02%
5,648
+1,431
496
$414K 0.02%
+5,700
497
$412K 0.02%
26,470
+8,497
498
$412K 0.02%
2,580
+620
499
$411K 0.02%
8,253
+2,130
500
$403K 0.02%
6,438
+2,226
18 19
20
21 22