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
$2.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$26.7M
3
+$25.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
WFC icon
Wells Fargo
WFC
+$12.8M

Top Sells

1
+$29.9M
2
+$25.5M
3
+$25.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$23.7M
5
T icon
AT&T
T
+$21M

Sector Composition

1 Financials 20.87%
2 Healthcare 19.46%
3 Technology 13.23%
4 Industrials 10.77%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.51%
277,871
+91,810
52
$10.8M 0.49%
260,891
+31,954
53
$9.84M 0.45%
+259,340
54
$9.39M 0.43%
145,137
-246,521
55
$9.19M 0.42%
284,792
-3,332
56
$8.96M 0.41%
85,311
+18,238
57
$8.47M 0.39%
64,064
+13,029
58
$8.28M 0.38%
125,418
-257,329
59
$8.16M 0.37%
236,772
+67,937
60
$7.7M 0.35%
99,304
+17,164
61
$7.62M 0.35%
191,613
+574
62
$7.54M 0.34%
+94,525
63
$7.17M 0.33%
174,781
-91,651
64
$7.14M 0.33%
171,809
-69,794
65
$6.83M 0.31%
131,277
-27,114
66
$6.78M 0.31%
57,016
-25,460
67
$6.77M 0.31%
53,776
+13,485
68
$6.42M 0.29%
93,250
+18,003
69
$6.16M 0.28%
172,141
-101,943
70
$6.13M 0.28%
121,596
+4,960
71
$6.05M 0.28%
150,883
-111,592
72
$6M 0.27%
164,298
+43,309
73
$5.99M 0.27%
176,507
-236
74
$5.96M 0.27%
103,281
+57,578
75
$5.94M 0.27%
1,070,139
-916
1 2
3
4 5