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
476
$510K 0.02%
4,588
+292
477
$510K 0.02%
9,216
-2,675
478
$510K 0.02%
12,539
+1,343
479
$508K 0.02%
5,128
+860
480
$506K 0.02%
15,291
+4,507
481
$505K 0.02%
20,972
+1,386
482
$505K 0.02%
13,007
+2,566
483
$500K 0.02%
5,194
+1,105
484
$494K 0.02%
8,080
+686
485
$493K 0.02%
4,954
+1,529
486
$493K 0.02%
14,289
+1,353
487
$493K 0.02%
16,549
+2,286
488
$493K 0.02%
6,722
+1,122
489
$492K 0.02%
19,284
+991
490
$490K 0.02%
10,805
+450
491
$486K 0.02%
12,301
-240
492
$486K 0.02%
9,393
+2,863
493
$486K 0.02%
15,649
+2,389
494
$483K 0.02%
7,989
+881
495
$483K 0.02%
5,823
+652
496
$482K 0.02%
8,340
+1,520
497
$482K 0.02%
11,191
+3,009
498
$480K 0.02%
7,213
+1,179
499
$480K 0.02%
9,665
+648
500
$477K 0.02%
4,465
+232
18 19
20
21 22