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
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.09M
3
+$5.38M
4
UNP icon
Union Pacific
UNP
+$5.37M
5
FE icon
FirstEnergy
FE
+$4.9M

Top Sells

1
+$13.1M
2
+$6.92M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$6.37M
5
DST
DST Systems Inc.
DST
+$6.03M

Sector Composition

1 Financials 20%
2 Healthcare 17.35%
3 Technology 15.08%
4 Industrials 9.52%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.72%
135,067
+21,409
52
$9.79M 0.69%
78,300
-9,000
53
$9.78M 0.69%
133,900
-1,800
54
$9.6M 0.68%
177,193
-349
55
$9.36M 0.66%
323,581
+45,809
56
$9.23M 0.65%
369,000
-4,600
57
$8.94M 0.63%
170,914
+135,549
58
$8.77M 0.62%
377,192
-12,579
59
$8.77M 0.62%
119,009
-13,592
60
$8.63M 0.61%
194,438
-81,652
61
$8.47M 0.6%
46,039
-559
62
$8.38M 0.59%
178,174
+40,729
63
$8.17M 0.58%
259,100
+101,766
64
$7.87M 0.56%
123,517
-17,901
65
$7.87M 0.56%
48,030
+13,837
66
$7.71M 0.55%
100,055
+100
67
$7.16M 0.51%
85,724
+219
68
$7.1M 0.5%
64,604
+3,835
69
$6.65M 0.47%
293,607
+17,432
70
$6.55M 0.46%
167,180
+9,894
71
$6.24M 0.44%
63,900
+25,300
72
$6.19M 0.44%
91,629
+5,417
73
$6.11M 0.43%
247,638
+14,702
74
$6.04M 0.43%
120,700
-6,000
75
$6.01M 0.43%
245,341
+14,566
1 2
3
4 5