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
676
$222K 0.01%
+9,684
677
$221K 0.01%
+3,236
678
$221K 0.01%
4,773
+525
679
$221K 0.01%
+3,496
680
$218K 0.01%
4,666
+295
681
$218K 0.01%
+5,025
682
$217K 0.01%
3,910
+219
683
$215K 0.01%
33,798
+16,848
684
$214K 0.01%
+7,480
685
$214K 0.01%
+1,402
686
$213K 0.01%
3,978
687
$213K 0.01%
+6,457
688
$212K 0.01%
+11,835
689
$211K 0.01%
+5,898
690
$211K 0.01%
+2,222
691
$210K 0.01%
+7,910
692
$209K 0.01%
+7,693
693
$209K 0.01%
+3,241
694
$209K 0.01%
+9,691
695
$208K 0.01%
+3,662
696
$207K 0.01%
4,736
697
$207K 0.01%
7,548
+232
698
$207K 0.01%
+33,785
699
$206K 0.01%
1,196
700
$205K 0.01%
+2,203
26 27
28
29 30