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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.13M 0.59%
107,238
-16,205
52
$8.49M 0.55%
60,606
-28,551
53
$8.36M 0.54%
43,455
+7,753
54
$8.28M 0.53%
152,001
+34,046
55
$8.18M 0.53%
181,491
+1,570
56
$8.16M 0.53%
349,816
+42,364
57
$8.15M 0.53%
188,121
+53,062
58
$8.13M 0.52%
111,514
+9,641
59
$7.92M 0.51%
380,677
+21,575
60
$7.82M 0.5%
160,007
+4,930
61
$7.81M 0.5%
94,963
+10,965
62
$7.61M 0.49%
138,913
63
$7.58M 0.49%
122,375
+4,182
64
$7.4M 0.48%
143,700
-21,095
65
$7.35M 0.47%
70,035
+7,563
66
$7.31M 0.47%
179,335
+100,064
67
$7.16M 0.46%
110,951
+9,970
68
$7.13M 0.46%
303,735
+56,046
69
$7.11M 0.46%
175,354
+17,184
70
$7.08M 0.46%
291,723
-200,739
71
$6.83M 0.44%
194,912
-52,588
72
$6.83M 0.44%
64,626
-9,722
73
$6.83M 0.44%
235,948
+129,616
74
$6.78M 0.44%
216,922
+18,439
75
$6.75M 0.44%
118,341
+8,798
1 2
3
4 5