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
576
$292K 0.01%
3,289
-25
577
$292K 0.01%
+6,530
578
$291K 0.01%
16,336
+3,644
579
$291K 0.01%
+2,574
580
$289K 0.01%
+5,388
581
$289K 0.01%
7,378
+2,430
582
$288K 0.01%
5,362
+1,523
583
$288K 0.01%
+6,677
584
$287K 0.01%
14,598
+3,633
585
$286K 0.01%
6,806
+1,618
586
$284K 0.01%
13,227
+2,803
587
$283K 0.01%
5,470
+1,374
588
$281K 0.01%
7,559
+1,759
589
$281K 0.01%
+4,107
590
$280K 0.01%
+8,438
591
$280K 0.01%
+10,657
592
$279K 0.01%
+9,424
593
$278K 0.01%
22,325
+6,581
594
$275K 0.01%
+8,492
595
$274K 0.01%
+13,184
596
$274K 0.01%
5,367
-56
597
$273K 0.01%
+2,266
598
$269K 0.01%
+7,620
599
$268K 0.01%
3,445
+694
600
$268K 0.01%
+4,194
22 23
24
25 26