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
501
$475K 0.02%
28,694
-2,705
502
$474K 0.02%
8,526
+536
503
$472K 0.02%
106,373
-963,766
504
$472K 0.02%
14,858
+2,397
505
$469K 0.02%
7,357
+409
506
$468K 0.02%
26,063
+6,438
507
$467K 0.02%
14,548
-433,792
508
$459K 0.02%
6,534
+468
509
$455K 0.02%
10,239
+821
510
$455K 0.02%
6,945
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511
$452K 0.02%
18,886
+2,812
512
$450K 0.02%
5,528
+506
513
$448K 0.02%
7,831
-422
514
$447K 0.02%
11,616
+2,280
515
$444K 0.02%
4,155
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516
$443K 0.02%
4,179
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517
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9,390
+1,413
518
$430K 0.02%
19,260
519
$428K 0.02%
4,834
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520
$425K 0.02%
3,142
+433
521
$423K 0.02%
6,485
+1,126
522
$420K 0.02%
28,984
+2,514
523
$420K 0.02%
12,640
+4,202
524
$419K 0.02%
38,022
+4,816
525
$418K 0.02%
14,203
-184,609
19 20
21
22 23