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 14.98%
3 Technology 14.81%
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
$13.4B
$603K 0.02%
9,046
-605
KSS icon
502
Kohl's
KSS
$2.09B
$603K 0.02%
12,204
-1,111
NOW icon
503
ServiceNow
NOW
$134B
$600K 0.02%
40,375
-2,105
SNI
504
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$600K 0.02%
8,405
-382
ATR icon
505
AptarGroup
ATR
$8.18B
$597K 0.02%
+8,131
GL icon
506
Globe Life
GL
$11.1B
$597K 0.02%
8,097
-631
JBLU icon
507
JetBlue
JBLU
$1.96B
$594K 0.02%
26,478
-1,979
DEO icon
508
Diageo
DEO
$49.2B
$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
511
DELISTED
Spirit AeroSystems
SPR
$585K 0.02%
10,019
-575
NMR icon
512
Nomura Holdings
NMR
$27.3B
$580K 0.02%
98,254
-616
LUX
513
DELISTED
Luxottica Group
LUX
$575K 0.02%
10,706
-67
WAB icon
514
Wabtec
WAB
$39.3B
$573K 0.02%
6,900
-564
RGA icon
515
Reinsurance Group of America
RGA
$12.8B
$572K 0.02%
4,549
-437
FLG
516
Flagstar Bank National Association
FLG
$5.36B
$565K 0.02%
11,827
-820
VOYA icon
517
Voya Financial
VOYA
$7.09B
$562K 0.02%
14,331
-1,520
BWA icon
518
BorgWarner
BWA
$10.1B
$561K 0.02%
16,163
-2,015
MIDD icon
519
Middleby
MIDD
$7.48B
$553K 0.02%
4,294
-307
COO icon
520
Cooper Companies
COO
$16.1B
$547K 0.02%
12,508
+68
JEF icon
521
Jefferies Financial Group
JEF
$13.1B
$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
$5.22B
$542K 0.02%
9,748
+43
AMG icon
524
Affiliated Managers Group
AMG
$9.17B
$541K 0.02%
3,723
-356
CBRE icon
525
CBRE Group
CBRE
$51.1B
$540K 0.02%
17,135
-6,471