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
$2.27B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$17.3M
3
+$15.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M
5
INTC icon
Intel
INTC
+$14.5M

Top Sells

1
+$24.6M
2
+$21.8M
3
+$18M
4
WU icon
Western Union
WU
+$16.4M
5
VZ icon
Verizon
VZ
+$15M

Sector Composition

1 Healthcare 17.56%
2 Financials 17.15%
3 Technology 15.08%
4 Industrials 10.31%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.72M 0.34%
232,005
+158,346
77
$7.69M 0.34%
55,204
+1,428
78
$7.5M 0.33%
115,628
-38,738
79
$7.31M 0.32%
110,231
+104,174
80
$6.88M 0.3%
89,356
-181,375
81
$6.34M 0.28%
160,538
+56,327
82
$6.24M 0.28%
97,685
+4,435
83
$6.16M 0.27%
121,596
84
$6.11M 0.27%
163,940
-95,400
85
$6.01M 0.27%
196,298
+15,715
86
$5.9M 0.26%
95,956
+8,919
87
$5.75M 0.25%
140,929
+51,083
88
$5.7M 0.25%
48,069
+43,361
89
$5.69M 0.25%
50,586
+2,115
90
$5.53M 0.24%
126,152
+10,458
91
$5.46M 0.24%
104,978
+4,044
92
$5.42M 0.24%
88,792
+37,753
93
$5.37M 0.24%
98,780
+510
94
$5.29M 0.23%
62,843
-2,310
95
$5.28M 0.23%
92,476
+6,882
96
$5.28M 0.23%
68,930
+3,310
97
$5.26M 0.23%
161,886
-9,923
98
$5.21M 0.23%
122,019
-28,864
99
$5.14M 0.23%
127,701
+93,023
100
$5.03M 0.22%
115,297
-56,844
2 3
4
5 6