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
626
$273K 0.01%
+4,207
627
$273K 0.01%
16,887
-1,521
628
$273K 0.01%
12,948
-206,453
629
$273K 0.01%
28,228
+8,220
630
$271K 0.01%
4,169
+929
631
$271K 0.01%
14,686
+1,459
632
$271K 0.01%
8,074
+507
633
$268K 0.01%
4,277
+698
634
$268K 0.01%
4,278
+362
635
$267K 0.01%
7,759
+515
636
$267K 0.01%
2,247
+112
637
$267K 0.01%
8,007
+387
638
$265K 0.01%
+5,516
639
$263K 0.01%
9,091
+599
640
$262K 0.01%
1,959
+18
641
$261K 0.01%
9,518
+2,208
642
$260K 0.01%
+6,410
643
$259K 0.01%
16,256
+4,862
644
$259K 0.01%
8,160
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645
$257K 0.01%
+6,964
646
$257K 0.01%
7,463
+1,236
647
$255K 0.01%
318
-90
648
$249K 0.01%
1,287
+162
649
$248K 0.01%
7,430
+340
650
$248K 0.01%
4,300
-46
24 25
26
27 28