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
701
$205K 0.01%
16,308
702
$204K 0.01%
+7,061
703
$204K 0.01%
21,285
+2,930
704
$201K 0.01%
+4,078
705
$201K 0.01%
+25,304
706
$201K 0.01%
+23,932
707
$199K 0.01%
12,767
-330,453
708
$191K 0.01%
17,263
+2,172
709
$187K 0.01%
33,437
710
$186K 0.01%
24,201
+3,342
711
$186K 0.01%
20,404
712
$173K 0.01%
10,899
+174
713
$164K 0.01%
15,062
-161
714
$149K 0.01%
18,390
+1,755
715
$145K 0.01%
3,198
+349
716
$116K 0.01%
2,788
+23
717
$116K 0.01%
33,292
+1,035
718
$114K 0.01%
14,253
-7,412
719
$107K ﹤0.01%
10,238
720
$105K ﹤0.01%
24,424
721
$102K ﹤0.01%
+11,423
722
$92K ﹤0.01%
33,651
+6,414
723
$58K ﹤0.01%
11,893
724
– –
-44,800
725
– –
-306,189
27 28
29
30 31