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
101
$3.71M 0.27%
102,084
+3,725
102
$3.71M 0.27%
61,767
+3,434
103
$3.49M 0.25%
+179,520
104
$3.06M 0.22%
51,164
-114
105
$3.03M 0.22%
86,701
+1,132
106
$2.93M 0.21%
71,221
+13,514
107
$2.75M 0.2%
68,169
-110,819
108
$2.74M 0.2%
46,905
-100,408
109
$2.56M 0.19%
35,593
+22,698
110
$2.53M 0.18%
104,892
+89,092
111
$2.5M 0.18%
66,012
+2,932
112
$2.45M 0.18%
314,858
+3,739
113
$2.37M 0.17%
203,479
+133,940
114
$2.35M 0.17%
64,379
-59,527
115
$2.34M 0.17%
+67,351
116
$2.34M 0.17%
53,622
-74,500
117
$2.3M 0.17%
+119,631
118
$2.28M 0.17%
42,101
+1,026
119
$2.21M 0.16%
59,101
-55,829
120
$2.19M 0.16%
80,934
+65,352
121
$2.14M 0.16%
73,586
+47,661
122
$2.1M 0.15%
46,940
+2,502
123
$2.08M 0.15%
252,544
+49,498
124
$2.07M 0.15%
+114,446
125
$2.04M 0.15%
38,447
+1,221
3 4
5
6 7