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
551
$373K 0.02%
3,522
+153
552
$373K 0.02%
2,373
+137
553
$370K 0.02%
+4,843
554
$369K 0.02%
15,909
+1,311
555
$366K 0.02%
8,183
+768
556
$365K 0.02%
7,911
+810
557
$362K 0.02%
7,489
+683
558
$360K 0.02%
39,600
+12,079
559
$360K 0.02%
908
+334
560
$359K 0.02%
15,238
+2,054
561
$359K 0.02%
4,142
+1,502
562
$357K 0.02%
7,679
+513
563
$352K 0.02%
7,262
+360
564
$349K 0.02%
5,993
+523
565
$347K 0.02%
12,408
+1,632
566
$346K 0.02%
7,697
+1,787
567
$346K 0.02%
9,320
+2,643
568
$344K 0.02%
3,848
+169
569
$341K 0.02%
4,229
+327
570
$339K 0.02%
18,094
+1,758
571
$337K 0.01%
5,679
+317
572
$336K 0.01%
5,206
+192
573
$334K 0.01%
9,996
574
$333K 0.01%
3,975
+278
575
$330K 0.01%
3,289
21 22
23
24 25