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
101
$4.33M 0.2%
62,216
+18,618
102
$4.32M 0.2%
180,583
-81,568
103
$4.31M 0.2%
60,300
+47,940
104
$4.22M 0.19%
65,620
+25,228
105
$4.21M 0.19%
+144,948
106
$4.16M 0.19%
97,004
107
$4.13M 0.19%
586,017
+121,419
108
$4.09M 0.19%
+219,401
109
$4.09M 0.19%
61,359
+15,947
110
$4.05M 0.18%
236,370
+6,900
111
$4.03M 0.18%
63,340
112
$4.03M 0.18%
+67,789
113
$3.97M 0.18%
+393,513
114
$3.95M 0.18%
+119,119
115
$3.94M 0.18%
38,717
-43,420
116
$3.89M 0.18%
+181,932
117
$3.81M 0.17%
+50,094
118
$3.8M 0.17%
+155,562
119
$3.79M 0.17%
104,211
+92,099
120
$3.76M 0.17%
+33,424
121
$3.72M 0.17%
306,189
-1,323
122
$3.71M 0.17%
+277,932
123
$3.68M 0.17%
+198,436
124
$3.63M 0.17%
+75,577
125
$3.62M 0.16%
217,395
3 4
5
6 7