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
626
$239K 0.01%
+5,910
627
$239K 0.01%
+4,346
628
$236K 0.01%
14,065
+1,924
629
$236K 0.01%
19,744
-8,935
630
$235K 0.01%
+2,051
631
$235K 0.01%
+5,239
632
$234K 0.01%
+5,454
633
$234K 0.01%
+2,071
634
$232K 0.01%
27,521
+6,394
635
$230K 0.01%
+2,586
636
$225K 0.01%
+4,333
637
$223K 0.01%
33,437
-182
638
$222K 0.01%
+4,396
639
$220K 0.01%
+5,928
640
$220K 0.01%
+1,125
641
$219K 0.01%
+9,834
642
$219K 0.01%
+574
643
$219K 0.01%
+2,105
644
$219K 0.01%
+12,568
645
$217K 0.01%
10,718
+9
646
$217K 0.01%
20,008
+6,026
647
$216K 0.01%
+4,785
648
$215K 0.01%
+3,442
649
$214K 0.01%
+5,680
650
$214K 0.01%
3,474
-25
24 25
26
27 28