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
576
$142K 0.01%
14,775
+2,216
577
$118K 0.01%
13,321
+154
578
$113K 0.01%
10,345
+119
579
$63K ﹤0.01%
23,366
+280
580
$16K ﹤0.01%
12,831
581
– –
-4,598
582
– –
-43,377
583
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-7,128
584
– –
-2,147
585
– –
-45,359
586
– –
-1,664
587
– –
-85,998
588
– –
-43,367
589
– –
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590
– –
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591
– –
-8,545
592
– –
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593
– –
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594
– –
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595
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-5,867
596
– –
-167,386
597
– –
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598
– –
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599
– –
-23
600
– –
-11,793
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