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
551
$317K 0.01%
18,408
+4,890
552
$316K 0.01%
5,371
+1,513
553
$315K 0.01%
4,670
+991
554
$315K 0.01%
4,325
+844
555
$315K 0.01%
6,902
+1,938
556
$315K 0.01%
7,415
+2,097
557
$315K 0.01%
+2,768
558
$314K 0.01%
24,498
+8,316
559
$314K 0.01%
4,268
+1,132
560
$314K 0.01%
33,206
+8,569
561
$313K 0.01%
9,336
+1,944
562
$313K 0.01%
5,497
-117
563
$311K 0.01%
2,840
+494
564
$310K 0.01%
+19,625
565
$309K 0.01%
4,505
+884
566
$308K 0.01%
2,857
+890
567
$308K 0.01%
+18,935
568
$306K 0.01%
+3,902
569
$304K 0.01%
3,425
+833
570
$301K 0.01%
+4,343
571
$301K 0.01%
7,101
+1,788
572
$297K 0.01%
408
+109
573
$294K 0.01%
+11,048
574
$294K 0.01%
+11,072
575
$294K 0.01%
2,236
+585
21 22
23
24 25