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
526
$417K 0.02%
6,702
+560
527
$417K 0.02%
6,187
+487
528
$416K 0.02%
15,238
+4,166
529
$413K 0.02%
14,159
+3,111
530
$413K 0.02%
6,101
+2,206
531
$409K 0.02%
3,484
+904
532
$408K 0.02%
11,293
+1,974
533
$407K 0.02%
31,710
+7,212
534
$407K 0.02%
5,198
+873
535
$405K 0.02%
6,194
+949
536
$404K 0.02%
3,373
+799
537
$402K 0.02%
8,453
+553
538
$399K 0.02%
9,028
539
$397K 0.02%
4,438
+935
540
$395K 0.02%
11,503
541
$394K 0.02%
24,741
+4,686
542
$393K 0.02%
5,100
+987
543
$390K 0.02%
16,121
+3,091
544
$387K 0.02%
7,817
+50
545
$386K 0.02%
26,724
+1,950
546
$386K 0.02%
8,161
+847
547
$385K 0.02%
13,837
+70
548
$385K 0.02%
13,666
549
$383K 0.02%
2,902
+1,081
550
$380K 0.02%
4,266
+608
20 21
22
23 24