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
651
$214K 0.01%
4,736
-54
652
$213K 0.01%
7,310
+1,536
653
$212K 0.01%
+7,389
654
$212K 0.01%
18,539
+4,206
655
$212K 0.01%
+16,100
656
$211K 0.01%
+3,504
657
$210K 0.01%
+3,916
658
$209K 0.01%
+2,570
659
$209K 0.01%
+7,246
660
$208K 0.01%
+3,463
661
$207K 0.01%
+2,640
662
$204K 0.01%
+3,895
663
$204K 0.01%
+3,240
664
$204K 0.01%
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665
$203K 0.01%
+1,821
666
$203K 0.01%
+7,173
667
$203K 0.01%
+4,248
668
$203K 0.01%
+3,691
669
$203K 0.01%
6,227
-4,186
670
$202K 0.01%
+4,733
671
$202K 0.01%
+3,155
672
$202K 0.01%
+1,039
673
$201K 0.01%
+7,559
674
$198K 0.01%
+10,725
675
$198K 0.01%
+11,394
25 26
27
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