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
601
$265K 0.01%
7,316
+1,647
602
$263K 0.01%
6,519
+1,775
603
$261K 0.01%
4,371
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604
$261K 0.01%
+7,244
605
$261K 0.01%
3,978
-52
606
$260K 0.01%
+5,101
607
$259K 0.01%
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608
$259K 0.01%
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609
$259K 0.01%
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610
$259K 0.01%
3,697
-7,573
611
$255K 0.01%
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612
$254K 0.01%
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613
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614
$253K 0.01%
20,404
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615
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+5,844
616
$248K 0.01%
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617
$248K 0.01%
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618
$246K 0.01%
2,135
-1,798
619
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+9,140
620
$245K 0.01%
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621
$245K 0.01%
1,196
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622
$244K 0.01%
7,522
+1,723
623
$242K 0.01%
+3,240
624
$242K 0.01%
+3,096
625
$241K 0.01%
+3,649
23 24
25
26 27