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
126
$2.02M 0.15%
67,715
+9,936
127
$2.01M 0.15%
311,689
+104,372
128
$2M 0.15%
28,932
-84,044
129
$1.99M 0.15%
+63,260
130
$1.9M 0.14%
35,365
+8,905
131
$1.88M 0.14%
33,229
+5,419
132
$1.84M 0.13%
97,170
+5,324
133
$1.74M 0.13%
48,071
-126,400
134
$1.66M 0.12%
15,850
-34,093
135
$1.65M 0.12%
4,597
+201
136
$1.61M 0.12%
60,716
+1,744
137
$1.59M 0.12%
57,111
+40,857
138
$1.59M 0.12%
22,500
-68,810
139
$1.58M 0.12%
26,348
+441
140
$1.55M 0.11%
37,466
-107,806
141
$1.45M 0.11%
72,600
+1,360
142
$1.43M 0.1%
15,400
-30,800
143
$1.43M 0.1%
50,169
+4,787
144
$1.41M 0.1%
14,566
+1,149
145
$1.4M 0.1%
+123,733
146
$1.4M 0.1%
44,254
+1,932
147
$1.36M 0.1%
97,244
148
$1.35M 0.1%
28,456
+5,353
149
$1.31M 0.1%
+12,422
150
$1.31M 0.1%
299,833
+129,027
4 5
6
7 8