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
$2.67B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.03M
3 +$5.98M
4
WP
Worldpay, Inc.
WP
+$5.83M
5
VMW
VMware, Inc
VMW
+$5.39M

Top Sells

1 +$12.6M
2 +$8.09M
3 +$6.69M
4
HDS
HD Supply Holdings, Inc.
HDS
+$6.27M
5
CHRW icon
C.H. Robinson
CHRW
+$5.41M

Sector Composition

1 Financials 16.76%
2 Industrials 14.98%
3 Technology 14.81%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSRA
726
DELISTED
CSRA Inc.
CSRA
$242K 0.01%
7,593
-390
HOMB icon
727
Home BancShares
HOMB
$5.68B
$241K 0.01%
+8,691
SF icon
728
Stifel
SF
$13.2B
$241K 0.01%
7,230
-897
TS icon
729
Tenaris
TS
$21.1B
$241K 0.01%
+6,741
HWC icon
730
Hancock Whitney
HWC
$5.71B
$239K 0.01%
+5,548
AER icon
731
AerCap
AER
$24.3B
$238K 0.01%
5,726
-24
UMBF icon
732
UMB Financial
UMBF
$9.27B
$238K 0.01%
3,087
-286
AHL
733
DELISTED
ASPEN Insurance Holding Limited
AHL
$237K 0.01%
+4,306
CST
734
DELISTED
CST Brands, Inc.
CST
$237K 0.01%
4,917
-677
TECH icon
735
Bio-Techne
TECH
$10.7B
$235K 0.01%
9,148
-324
UNF icon
736
Unifirst Corp
UNF
$3.79B
$234K 0.01%
+1,626
FULT icon
737
Fulton Financial
FULT
$3.6B
$233K 0.01%
+12,393
RIO icon
738
Rio Tinto
RIO
$138B
$233K 0.01%
6,063
-38
MSGS icon
739
Madison Square Garden
MSGS
$6.97B
$233K 0.01%
1,905
-413
WEX icon
740
WEX
WEX
$5.41B
$231K 0.01%
2,074
-126
PBI icon
741
Pitney Bowes
PBI
$1.69B
$228K 0.01%
14,990
-1,181
TKR icon
742
Timken Company
TKR
$6.52B
$228K 0.01%
5,750
-353
WCC icon
743
WESCO International
WCC
$13.7B
$228K 0.01%
+3,431
CLH icon
744
Clean Harbors
CLH
$14.1B
$227K 0.01%
4,082
-245
FTNT icon
745
Fortinet
FTNT
$56.1B
$227K 0.01%
37,720
-2,685
UBSI icon
746
United Bankshares
UBSI
$5.74B
$227K 0.01%
+4,910
SGI
747
Somnigroup International
SGI
$19.7B
$226K 0.01%
13,260
-1,476
CTLT
748
DELISTED
CATALENT, INC.
CTLT
$226K 0.01%
+8,375
BGS icon
749
B&G Foods
BGS
$351M
$224K 0.01%
5,109
-267
HHH icon
750
Howard Hughes
HHH
$4.97B
$224K 0.01%
2,055
-606