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
126
$2.06M 0.15%
28,932
127
$2.06M 0.15%
15,997
+147
128
$2.06M 0.15%
53,334
+3,165
129
$2.05M 0.14%
103,302
+6,132
130
$2.04M 0.14%
78,492
+21,381
131
$1.95M 0.14%
312,174
+485
132
$1.89M 0.13%
121,668
+7,222
133
$1.84M 0.13%
286,852
-28,006
134
$1.8M 0.13%
71,989
+4,274
135
$1.74M 0.12%
29,733
-35,940
136
$1.73M 0.12%
4,887
+290
137
$1.73M 0.12%
53,280
+11,374
138
$1.71M 0.12%
39,109
+10,653
139
$1.71M 0.12%
26,598
+1,579
140
$1.64M 0.12%
412,083
+112,250
141
$1.57M 0.11%
137,207
+37,375
142
$1.5M 0.11%
15,312
+746
143
$1.48M 0.1%
19,555
+10,861
144
$1.47M 0.1%
131,540
+7,807
145
$1.46M 0.1%
90,618
+5,378
146
$1.44M 0.1%
47,046
+2,792
147
$1.43M 0.1%
36,950
-516
148
$1.3M 0.09%
16,530
-229
149
$1.29M 0.09%
12,484
+62
150
$1.27M 0.09%
44,387
+2,635
4 5
6
7 8