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
501
$398K 0.02%
17,554
+4,986
502
$398K 0.02%
+11,503
503
$396K 0.02%
17,040
+5,724
504
$396K 0.02%
9,418
+2,394
505
$396K 0.02%
5,171
+1,279
506
$394K 0.02%
13,666
-626
507
$393K 0.02%
7,900
+2,296
508
$392K 0.02%
3,834
+942
509
$392K 0.02%
11,895
+2,943
510
$388K 0.02%
7,108
+1,762
511
$387K 0.02%
+37,954
512
$386K 0.02%
7,977
+1,919
513
$385K 0.02%
+6,057
514
$383K 0.02%
12,569
+2,597
515
$380K 0.02%
+3,761
516
$374K 0.02%
16,074
+4,016
517
$369K 0.02%
8,887
+3,162
518
$366K 0.02%
6,820
+1,398
519
$365K 0.02%
7,767
+1,942
520
$363K 0.02%
+2,232
521
$361K 0.02%
6,541
+1,652
522
$359K 0.02%
5,014
+1,145
523
$357K 0.02%
17,420
+3,980
524
$356K 0.02%
13,030
+4,285
525
$353K 0.02%
13,767
+225
19 20
21
22 23