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
101
$4.87M 0.21%
81,536
+5,444
102
$4.75M 0.21%
64,713
+4,413
103
$4.56M 0.2%
64,482
+3,123
104
$4.49M 0.2%
43,962
-13,054
105
$4.45M 0.2%
44,428
+1,339
106
$4.32M 0.19%
273,116
107
$4.31M 0.19%
198,436
108
$4.26M 0.19%
98,539
-93,074
109
$4.16M 0.18%
155,562
110
$4.13M 0.18%
57,416
+5,909
111
$4.1M 0.18%
65,674
-13,825
112
$4.08M 0.18%
105,602
-69,179
113
$4.06M 0.18%
238,770
+2,400
114
$3.95M 0.17%
144,948
115
$3.92M 0.17%
60,729
-15,395
116
$3.91M 0.17%
126,996
-17,398
117
$3.79M 0.17%
83,010
+58,200
118
$3.78M 0.17%
217,395
119
$3.67M 0.16%
75,577
120
$3.66M 0.16%
67,789
121
$3.65M 0.16%
87,307
-22,179
122
$3.64M 0.16%
+61,200
123
$3.62M 0.16%
277,932
124
$3.61M 0.16%
2,798
+68
125
$3.58M 0.16%
53,319
+4,837
3 4
5
6 7