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
526
$352K 0.02%
9,888
-152
527
$350K 0.02%
+4,089
528
$347K 0.02%
24,774
+6,642
529
$346K 0.02%
5,359
+1,389
530
$345K 0.02%
+3,658
531
$344K 0.02%
7,314
+2,442
532
$342K 0.02%
9,319
+2,943
533
$340K 0.02%
5,245
+1,538
534
$340K 0.02%
7,166
+1,935
535
$339K 0.02%
3,884
+971
536
$338K 0.02%
2,709
+632
537
$337K 0.02%
3,579
+612
538
$334K 0.02%
3,679
+991
539
$333K 0.02%
+5,937
540
$331K 0.02%
4,113
+1,253
541
$327K 0.01%
3,369
+924
542
$325K 0.01%
9,996
-475
543
$324K 0.01%
3,503
+808
544
$324K 0.01%
+18,113
545
$324K 0.01%
20,055
+6,533
546
$324K 0.01%
10,784
+1,621
547
$323K 0.01%
+15,610
548
$323K 0.01%
19,766
+5,072
549
$321K 0.01%
+5,182
550
$318K 0.01%
6,848
+1,716
20 21
22
23 24