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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.73M 0.71%
308,156
+170,056
52
$9.71M 0.71%
373,600
-11,800
53
$9.67M 0.71%
135,700
+1,300
54
$9.08M 0.66%
277,772
+156,200
55
$9.03M 0.66%
132,601
+36,100
56
$9M 0.66%
389,771
+103,648
57
$8.72M 0.64%
141,418
+9,161
58
$8.65M 0.63%
113,658
+109,100
59
$8.48M 0.62%
177,542
-29,550
60
$8.36M 0.61%
46,598
+136
61
$8.08M 0.59%
186,600
+92,500
62
$7.71M 0.56%
99,955
-60,900
63
$7.51M 0.55%
151,618
-5,403
64
$7.09M 0.52%
85,505
+1,161
65
$7.09M 0.52%
128,579
-800
66
$6.92M 0.5%
152,927
+139,991
67
$6.61M 0.48%
137,445
+2,468
68
$6.5M 0.47%
+60,769
69
$6.47M 0.47%
126,700
70
$6.46M 0.47%
69,900
-18,300
71
$6.43M 0.47%
+157,286
72
$6.37M 0.47%
+276,175
73
$6.08M 0.44%
+232,936
74
$6.06M 0.44%
34,193
-31,180
75
$6.06M 0.44%
+86,212
1 2
3
4 5