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
126
$3.55M 0.16%
1,041,500
-134,800
127
$3.54M 0.16%
26,329
+2,733
128
$3.53M 0.16%
181,932
129
$3.52M 0.16%
83,828
-13,176
130
$3.46M 0.15%
115,589
+20,048
131
$3.45M 0.15%
124,126
+5,069
132
$3.44M 0.15%
48,341
+397
133
$3.41M 0.15%
16,656
+819
134
$3.39M 0.15%
43,157
-21,206
135
$3.38M 0.15%
+48,982
136
$3.38M 0.15%
121,372
+8,361
137
$3.37M 0.15%
119,119
138
$3.37M 0.15%
95,749
+76,279
139
$3.36M 0.15%
54,647
-8,693
140
$3.35M 0.15%
+119,774
141
$3.33M 0.15%
+102,856
142
$3.29M 0.15%
113,044
+39,834
143
$3.28M 0.14%
75,548
-202,323
144
$3.28M 0.14%
45,600
-400
145
$3.23M 0.14%
12,424
+2,772
146
$3.22M 0.14%
22,770
+448
147
$3.17M 0.14%
146,857
148
$3.16M 0.14%
+61,168
149
$3.15M 0.14%
27,554
+7,141
150
$3.15M 0.14%
79,770
4 5
6
7 8