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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.69M 0.43%
58,898
+5,490
77
$6.66M 0.43%
101,767
+6,654
78
$6.64M 0.43%
62,035
+4,114
79
$6.64M 0.43%
67,678
+7,677
80
$6.61M 0.43%
44,105
-43,592
81
$6.56M 0.42%
359,777
82
$6.31M 0.41%
339,200
+36,380
83
$6.22M 0.4%
73,442
-1,792
84
$6.19M 0.4%
79,415
+2,588
85
$5.83M 0.38%
60,192
+5,172
86
$5.72M 0.37%
69,713
+3,392
87
$5.72M 0.37%
87,432
+9,384
88
$5.67M 0.37%
30,166
+2,935
89
$5.45M 0.35%
168,829
+9,000
90
$5.19M 0.34%
48,038
+2,891
91
$5.16M 0.33%
118,145
+8,119
92
$5.02M 0.32%
197,217
+105,963
93
$4.99M 0.32%
81,584
+45,468
94
$4.94M 0.32%
36,160
+4,392
95
$4.92M 0.32%
135,046
+25,293
96
$4.74M 0.31%
100,226
+17,881
97
$4.66M 0.3%
33,801
+3,169
98
$4.59M 0.3%
51,898
+5,356
99
$4.53M 0.29%
190,602
-246,720
100
$4.5M 0.29%
10,646
+1,293
2 3
4
5 6