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
526
$237K 0.02%
4,299
+516
527
$233K 0.02%
19,236
+2,861
528
$233K 0.02%
8,632
+1,098
529
$233K 0.02%
+4,113
530
$230K 0.01%
12,477
+1,714
531
$228K 0.01%
+15,915
532
$226K 0.01%
+170
533
$225K 0.01%
+4,357
534
$225K 0.01%
+8,739
535
$222K 0.01%
+14,833
536
$221K 0.01%
+3,655
537
$221K 0.01%
18,667
+2,724
538
$220K 0.01%
21,010
+3,144
539
$219K 0.01%
+11,396
540
$218K 0.01%
+2,300
541
$217K 0.01%
+4,991
542
$217K 0.01%
+1,800
543
$217K 0.01%
+11,984
544
$216K 0.01%
3,310
+360
545
$215K 0.01%
5,402
546
$213K 0.01%
+5,116
547
$211K 0.01%
3,678
+501
548
$211K 0.01%
+30,200
549
$211K 0.01%
+2,188
550
$210K 0.01%
+2,273
20 21
22
23 24