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
$2.67B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.03M
3 +$5.98M
4
WP
Worldpay, Inc.
WP
+$5.83M
5
VMW
VMware, Inc
VMW
+$5.39M

Top Sells

1 +$12.6M
2 +$8.09M
3 +$6.69M
4
HDS
HD Supply Holdings, Inc.
HDS
+$6.27M
5
CHRW icon
C.H. Robinson
CHRW
+$5.41M

Sector Composition

1 Financials 16.76%
2 Industrials 14.97%
3 Technology 14.83%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AKAM icon
501
Akamai
AKAM
$12.5B
$603K 0.02%
9,046
-605
KSS icon
502
Kohl's
KSS
$2.76B
$603K 0.02%
12,204
-1,111
NOW icon
503
ServiceNow
NOW
$171B
$600K 0.02%
8,075
-421
SNI
504
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$600K 0.02%
8,405
-382
ATR icon
505
AptarGroup
ATR
$8B
$597K 0.02%
+8,131
GL icon
506
Globe Life
GL
$10.5B
$597K 0.02%
8,097
-631
JBLU icon
507
JetBlue
JBLU
$1.65B
$594K 0.02%
26,478
-1,979
DEO icon
508
Diageo
DEO
$51.1B
$593K 0.02%
5,702
-36
AV
509
DELISTED
Aviva Plc
AV
$590K 0.02%
49,996
-314
JNPR
510
DELISTED
Juniper Networks
JNPR
$589K 0.02%
20,829
-1,459
SPR icon
511
Spirit AeroSystems
SPR
$4.41B
$585K 0.02%
10,019
-575
NMR icon
512
Nomura Holdings
NMR
$22.5B
$580K 0.02%
98,254
-616
LUX
513
DELISTED
Luxottica Group
LUX
$575K 0.02%
10,706
-67
WAB icon
514
Wabtec
WAB
$35.7B
$573K 0.02%
6,900
-564
RGA icon
515
Reinsurance Group of America
RGA
$12.6B
$572K 0.02%
4,549
-437
FLG
516
Flagstar Bank National Association
FLG
$5.18B
$565K 0.02%
11,827
-820
VOYA icon
517
Voya Financial
VOYA
$6.65B
$562K 0.02%
14,331
-1,520
BWA icon
518
BorgWarner
BWA
$9.25B
$561K 0.02%
16,163
-2,015
MIDD icon
519
Middleby
MIDD
$5.93B
$553K 0.02%
4,294
-307
COO icon
520
Cooper Companies
COO
$15.1B
$547K 0.02%
12,508
+68
JEF icon
521
Jefferies Financial Group
JEF
$11.7B
$545K 0.02%
26,170
-3,556
TIF
522
DELISTED
Tiffany & Co.
TIF
$543K 0.02%
7,007
-1,013
ALKS icon
523
Alkermes
ALKS
$4.79B
$542K 0.02%
9,748
+43
AMG icon
524
Affiliated Managers Group
AMG
$7.52B
$541K 0.02%
3,723
-356
CBRE icon
525
CBRE Group
CBRE
$47.6B
$540K 0.02%
17,135
-6,471