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
651
$247K 0.01%
+8,162
652
$247K 0.01%
16,100
653
$246K 0.01%
+5,219
654
$244K 0.01%
5,811
+580
655
$242K 0.01%
+13,203
656
$241K 0.01%
18,423
+5,692
657
$241K 0.01%
13,323
+755
658
$237K 0.01%
+3,338
659
$236K 0.01%
22,882
+8,103
660
$236K 0.01%
+5,776
661
$235K 0.01%
+3,151
662
$233K 0.01%
+7,255
663
$232K 0.01%
8,357
+1,184
664
$232K 0.01%
14,065
665
$232K 0.01%
3,265
+373
666
$230K 0.01%
6,401
+473
667
$229K 0.01%
4,153
+711
668
$229K 0.01%
4,150
+687
669
$229K 0.01%
+6,386
670
$229K 0.01%
+21,570
671
$228K 0.01%
+4,049
672
$227K 0.01%
5,844
673
$225K 0.01%
+8,812
674
$223K 0.01%
+4,279
675
$223K 0.01%
4,794
+9
25 26
27
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