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
51
$11.6M 0.51%
137,651
-2,143
52
$11.6M 0.51%
249,208
+239,946
53
$11.4M 0.5%
+199,074
54
$11.2M 0.49%
97,175
+66,975
55
$11M 0.48%
273,493
+163,758
56
$10.8M 0.48%
143,975
+69,242
57
$10.5M 0.46%
134,792
+115,322
58
$10.4M 0.46%
143,971
-1,166
59
$10.3M 0.45%
759,758
+531,270
60
$10.2M 0.45%
259,246
-6,396
61
$9.91M 0.44%
88,881
+69,284
62
$9.65M 0.43%
262,123
+1,232
63
$9.61M 0.42%
71,996
+7,932
64
$9.57M 0.42%
177,056
-47,615
65
$9.4M 0.41%
85,477
-163,587
66
$9.21M 0.41%
133,189
+94,912
67
$8.99M 0.4%
119,786
+104,524
68
$8.96M 0.4%
117,157
+17,853
69
$8.94M 0.39%
142,968
+11,691
70
$8.75M 0.39%
273,092
-11,700
71
$8.71M 0.38%
87,672
+2,361
72
$8.69M 0.38%
+87,871
73
$8.51M 0.38%
284,981
+234,392
74
$7.94M 0.35%
411,759
-851,848
75
$7.93M 0.35%
202,520
+135,770
1 2
3
4 5