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
676
$198K 0.01%
+21,665
677
$185K 0.01%
+12,731
678
$184K 0.01%
20,859
+6,322
679
$180K 0.01%
18,355
+3,763
680
$176K 0.01%
16,308
-65
681
$171K 0.01%
18,679
+4,585
682
$164K 0.01%
15,223
-388
683
$163K 0.01%
2,892
+834
684
$153K 0.01%
+2,765
685
$143K 0.01%
16,635
+3,352
686
$138K 0.01%
+2,849
687
$130K 0.01%
14,779
+1,947
688
$117K 0.01%
32,257
-75,903
689
$111K 0.01%
16,950
+3,906
690
$102K ﹤0.01%
27,237
+6,380
691
$102K ﹤0.01%
10,238
-28
692
$101K ﹤0.01%
15,091
+3,403
693
$101K ﹤0.01%
12,135
-85
694
$99K ﹤0.01%
+24,424
695
$52K ﹤0.01%
11,893
-84
696
$44K ﹤0.01%
12,017
-43
697
– –
-1,704,947
698
– –
-34,203
699
– –
-19,554
700
– –
-9,577
26 27
28
29 30