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
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.09M
3
+$5.38M
4
UNP icon
Union Pacific
UNP
+$5.37M
5
FE icon
FirstEnergy
FE
+$4.9M

Top Sells

1
+$13.1M
2
+$6.92M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$6.37M
5
DST
DST Systems Inc.
DST
+$6.03M

Sector Composition

1 Financials 20%
2 Healthcare 17.35%
3 Technology 15.08%
4 Industrials 9.52%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.01M 0.43%
226,467
+13,445
77
$5.52M 0.39%
105,250
+6,248
78
$5.39M 0.38%
140,048
+8,313
79
$5.39M 0.38%
176,820
+10,498
80
$5.37M 0.38%
+57,200
81
$5.17M 0.37%
296,272
+17,589
82
$4.93M 0.35%
128,100
83
$4.9M 0.35%
+143,900
84
$4.89M 0.35%
66,805
+623
85
$4.87M 0.34%
80,949
+4,788
86
$4.67M 0.33%
179,148
+10,636
87
$4.4M 0.31%
107,664
+6,391
88
$4.33M 0.31%
339,398
+20,149
89
$4.31M 0.3%
182,712
+10,796
90
$4.29M 0.3%
140,535
+8,342
91
$4.24M 0.3%
65,664
+3,897
92
$4.17M 0.29%
247,300
+29,967
93
$4.08M 0.29%
490,325
+29,109
94
$3.9M 0.28%
97,277
+5,774
95
$3.89M 0.28%
137,836
+32,944
96
$3.88M 0.27%
208,335
+12,305
97
$3.88M 0.27%
90,652
+19,431
98
$3.87M 0.27%
120,831
+47,245
99
$3.83M 0.27%
50,239
+14,646
100
$3.62M 0.26%
415,638
+163,094
2 3
4
5 6