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
601
$295K 0.01%
1,947
-285
602
$293K 0.01%
4,032
+177
603
$292K 0.01%
5,367
604
$292K 0.01%
2,829
+724
605
$291K 0.01%
+10,047
606
$289K 0.01%
4,168
+664
607
$288K 0.01%
7,205
-354
608
$288K 0.01%
1,406
+367
609
$286K 0.01%
7,050
+1,868
610
$285K 0.01%
3,743
+588
611
$283K 0.01%
+5,850
612
$283K 0.01%
6,907
+388
613
$282K 0.01%
9,724
+439
614
$281K 0.01%
19,846
+102
615
$281K 0.01%
24,104
+1,779
616
$280K 0.01%
11,087
+430
617
$279K 0.01%
8,059
+681
618
$278K 0.01%
4,057
+408
619
$278K 0.01%
+8,590
620
$278K 0.01%
4,382
+1,142
621
$278K 0.01%
3,084
+514
622
$278K 0.01%
17,538
+4,727
623
$277K 0.01%
12,290
+1,572
624
$276K 0.01%
5,554
-39,015
625
$274K 0.01%
+8,999
23 24
25
26 27