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
576
$329K 0.01%
3,888
+792
577
$329K 0.01%
9,888
578
$328K 0.01%
10,275
+2,886
579
$327K 0.01%
7,492
+644
580
$327K 0.01%
27,282
+8,743
581
$327K 0.01%
5,012
+818
582
$324K 0.01%
+2,335
583
$321K 0.01%
6,566
+1,195
584
$320K 0.01%
2,823
+557
585
$320K 0.01%
21,281
+1,515
586
$319K 0.01%
+4,949
587
$315K 0.01%
+12,710
588
$314K 0.01%
6,346
+958
589
$313K 0.01%
7,058
+1,604
590
$313K 0.01%
3,451
-23
591
$308K 0.01%
18,140
+720
592
$307K 0.01%
16,300
+690
593
$301K 0.01%
2,857
+271
594
$301K 0.01%
2,983
+126
595
$301K 0.01%
9,776
+636
596
$300K 0.01%
16,746
+1,314
597
$299K 0.01%
10,291
+2,732
598
$298K 0.01%
5,497
599
$298K 0.01%
5,093
+760
600
$296K 0.01%
4,554
+49
22 23
24
25 26