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
$2.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$26.7M
3
+$25.3M
4
GILD icon
Gilead Sciences
GILD
+$16.8M
5
WFC icon
Wells Fargo
WFC
+$12.8M

Top Sells

1
+$29.9M
2
+$25.5M
3
+$25.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$23.7M
5
T icon
AT&T
T
+$21M

Sector Composition

1 Financials 20.87%
2 Healthcare 19.46%
3 Technology 13.23%
4 Industrials 10.77%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.75M 0.26%
+74,733
77
$5.68M 0.26%
85,301
+9,737
78
$5.55M 0.25%
65,153
+14,571
79
$5.44M 0.25%
87,037
+18,535
80
$5.34M 0.24%
115,694
-53,586
81
$5.31M 0.24%
123,229
-319
82
$5.27M 0.24%
48,471
+31,726
83
$5.16M 0.24%
43,089
+7,365
84
$5.07M 0.23%
85,594
+14,836
85
$4.92M 0.22%
109,735
+33,402
86
$4.92M 0.22%
109,486
-10,350
87
$4.91M 0.22%
198,812
-81,940
88
$4.79M 0.22%
343,220
-25,133
89
$4.75M 0.22%
144,394
-171,332
90
$4.74M 0.22%
100,934
+35,720
91
$4.7M 0.21%
98,270
+62,150
92
$4.68M 0.21%
64,363
-193
93
$4.67M 0.21%
47,950
+11,649
94
$4.58M 0.21%
1,134,770
95
$4.58M 0.21%
+76,124
96
$4.57M 0.21%
76,092
+16,955
97
$4.51M 0.21%
209,085
+107,784
98
$4.39M 0.2%
273,116
-79,891
99
$4.34M 0.2%
51,507
+10,005
100
$4.34M 0.2%
79,499
-81,959
2 3
4
5 6