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
101
$3.56M 0.25%
190,803
+11,283
102
$3.51M 0.25%
108,526
+6,442
103
$3.23M 0.23%
54,393
+3,229
104
$3.19M 0.23%
87,519
+818
105
$2.96M 0.21%
108,834
+27,900
106
$2.95M 0.21%
48,616
+1,711
107
$2.94M 0.21%
68,684
+515
108
$2.93M 0.21%
43,916
-19,280
109
$2.89M 0.2%
+91,420
110
$2.85M 0.2%
71,601
+4,250
111
$2.84M 0.2%
68,441
+4,062
112
$2.66M 0.19%
57,005
+3,383
113
$2.65M 0.19%
70,204
+4,192
114
$2.52M 0.18%
42,495
+394
115
$2.41M 0.17%
46,341
+7,894
116
$2.37M 0.17%
127,180
+7,549
117
$2.35M 0.17%
205,425
+1,946
118
$2.33M 0.16%
35,326
+2,097
119
$2.21M 0.16%
36,792
-91,787
120
$2.21M 0.16%
36,212
+9,864
121
$2.16M 0.15%
49,902
+2,962
122
$2.14M 0.15%
26,598
-22,658
123
$2.14M 0.15%
67,251
+3,991
124
$2.12M 0.15%
+36,591
125
$2.11M 0.15%
83,445
+22,729
3 4
5
6 7