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
126
$3.61M 0.16%
+47,944
127
$3.57M 0.16%
43,255
-16,051
128
$3.56M 0.16%
83,621
-133,516
129
$3.55M 0.16%
171,983
-207,749
130
$3.52M 0.16%
+49,203
131
$3.51M 0.16%
+113,011
132
$3.48M 0.16%
2,730
+564
133
$3.44M 0.16%
+221,582
134
$3.31M 0.15%
+70,330
135
$3.22M 0.15%
228,488
+59,457
136
$3.21M 0.15%
+146,857
137
$3.18M 0.14%
+89,846
138
$3.18M 0.14%
94,913
+74,410
139
$3.17M 0.14%
22,322
+4,132
140
$3.16M 0.14%
30,200
+8,134
141
$3.11M 0.14%
+35,583
142
$3.06M 0.14%
48,482
-23,703
143
$3.03M 0.14%
115,207
+88,228
144
$3.02M 0.14%
8,877
+2,804
145
$3.02M 0.14%
148,787
-52,483
146
$3M 0.14%
23,596
-199,164
147
$3M 0.14%
38,327
-21,604
148
$2.99M 0.14%
58,908
+14,346
149
$2.97M 0.14%
+66,048
150
$2.97M 0.14%
41,703
-5,226
4 5
6
7 8