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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.99M 0.44%
213,022
+17,269
77
$5.87M 0.43%
+132,458
78
$5.58M 0.41%
166,322
+7,210
79
$5.53M 0.4%
+230,775
80
$5.36M 0.39%
130,300
-45,000
81
$5.25M 0.38%
157,334
+137,174
82
$5.17M 0.38%
99,002
-28,602
83
$5.05M 0.37%
131,735
-9,241
84
$4.91M 0.36%
128,100
+36,000
85
$4.73M 0.35%
319,249
+16,363
86
$4.68M 0.34%
168,512
-13,205
87
$4.67M 0.34%
76,161
-13,755
88
$4.65M 0.34%
278,683
-133,943
89
$4.62M 0.34%
+66,182
90
$4.46M 0.33%
171,916
-62,225
91
$4.27M 0.31%
101,273
+5,014
92
$4.22M 0.31%
63,196
-52,633
93
$4.01M 0.29%
49,256
-56,194
94
$3.96M 0.29%
91,503
+5,079
95
$3.94M 0.29%
217,333
+154,751
96
$3.92M 0.29%
65,673
+25,119
97
$3.91M 0.28%
38,600
-55,200
98
$3.89M 0.28%
461,216
+21,788
99
$3.82M 0.28%
132,193
+6,550
100
$3.75M 0.27%
196,030
-81,041
2 3
4
5 6