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
$2.67B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.03M
3 +$5.98M
4
WP
Worldpay, Inc.
WP
+$5.83M
5
VMW
VMware, Inc
VMW
+$5.39M

Top Sells

1 +$12.6M
2 +$8.09M
3 +$6.69M
4
HDS
HD Supply Holdings, Inc.
HDS
+$6.27M
5
CHRW icon
C.H. Robinson
CHRW
+$5.41M

Sector Composition

1 Financials 16.76%
2 Industrials 14.97%
3 Technology 14.83%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STM icon
626
STMicroelectronics
STM
$20.6B
$349K 0.01%
30,734
-193
EG icon
627
Everest Group
EG
$13.1B
$348K 0.01%
1,608
-400
FHB icon
628
First Hawaiian
FHB
$3.14B
$347K 0.01%
+9,979
WBS icon
629
Webster Financial
WBS
$9.76B
$347K 0.01%
6,385
-1,024
EPC icon
630
Edgewell Personal Care
EPC
$813M
$344K 0.01%
4,714
-412
SLM icon
631
SLM Corp
SLM
$6.04B
$344K 0.01%
31,225
-2,089
VOD icon
632
Vodafone
VOD
$28.8B
$344K 0.01%
14,063
-88
AVT icon
633
Avnet
AVT
$3.86B
$343K 0.01%
7,201
-370
MRVL icon
634
Marvell Technology
MRVL
$78.5B
$343K 0.01%
24,724
-2,686
ASML icon
635
ASML
ASML
$422B
$341K 0.01%
3,039
-19
GRMN icon
636
Garmin
GRMN
$37.9B
$337K 0.01%
6,955
-654
DNB
637
DELISTED
Dun & Bradstreet
DNB
$336K 0.01%
2,767
-294
AWH
638
DELISTED
Allied World Assurance Co Hld Lt
AWH
$334K 0.01%
+6,222
KEYS icon
639
Keysight
KEYS
$33.8B
$332K 0.01%
9,077
-643
ORI icon
640
Old Republic International
ORI
$11.2B
$332K 0.01%
+17,466
UFS
641
DELISTED
DOMTAR CORPORATION (New)
UFS
$332K 0.01%
8,505
-646
GAP
642
The Gap Inc
GAP
$10.2B
$331K 0.01%
14,735
-1,621
BPOP icon
643
Popular Inc
BPOP
$7.75B
$328K 0.01%
7,484
-953
FHN icon
644
First Horizon
FHN
$11.1B
$326K 0.01%
16,310
-2,674
RES icon
645
RPC Inc
RES
$1.19B
$326K 0.01%
16,478
-1,409
DXCM icon
646
DexCom
DXCM
$24.8B
$324K 0.01%
21,704
-224
EV
647
DELISTED
Eaton Vance Corp.
EV
$324K 0.01%
7,746
-1,066
R icon
648
Ryder
R
$6.95B
$323K 0.01%
4,335
-331
WAL icon
649
Western Alliance Bancorporation
WAL
$9.03B
$318K 0.01%
6,521
-477
AGCO icon
650
AGCO
AGCO
$7.97B
$315K 0.01%
5,441
-769