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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$260K 0.02%
5,044
+638
502
$260K 0.02%
+10,847
503
$259K 0.02%
5,215
+758
504
$257K 0.02%
3,391
+419
505
$257K 0.02%
4,686
506
$257K 0.02%
6,872
+1,046
507
$256K 0.02%
15,057
+1,896
508
$255K 0.02%
2,749
+370
509
$255K 0.02%
27,308
510
$255K 0.02%
10,130
511
$254K 0.02%
4,149
+480
512
$254K 0.02%
2,320
+305
513
$254K 0.02%
1,793
514
$251K 0.02%
+4,096
515
$251K 0.02%
2,449
+321
516
$251K 0.02%
3,488
+522
517
$246K 0.02%
+5,579
518
$246K 0.02%
+5,854
519
$245K 0.02%
5,165
+662
520
$245K 0.02%
+3,505
521
$244K 0.02%
4,416
+698
522
$241K 0.02%
+1,632
523
$241K 0.02%
3,116
+410
524
$241K 0.02%
+6,385
525
$240K 0.02%
3,081
+318
19 20
21
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