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
151
$1.26M 0.09%
48,672
+757
152
$1.25M 0.09%
16,360
+331
153
$1.24M 0.09%
41,906
+29,640
154
$1.24M 0.09%
16,759
+239
155
$1.22M 0.09%
68,240
-34,340
156
$1.21M 0.09%
+41,752
157
$1.2M 0.09%
27,372
-53,526
158
$1.18M 0.09%
99,832
+58,691
159
$1.16M 0.08%
86,185
-412,500
160
$1.15M 0.08%
13,969
+173
161
$1.13M 0.08%
20,212
+376
162
$1.13M 0.08%
13,599
-6,210
163
$1.12M 0.08%
14,926
+195
164
$1.09M 0.08%
85,240
+5,296
165
$1.02M 0.07%
11,182
-20,600
166
$988K 0.07%
68,592
167
$987K 0.07%
65,174
-15,890
168
$961K 0.07%
+48,930
169
$911K 0.07%
+74,147
170
$910K 0.07%
8,545
171
$903K 0.07%
+54,740
172
$899K 0.07%
169,042
173
$890K 0.06%
7,586
+115
174
$888K 0.06%
7,728
-591
175
$887K 0.06%
+49,272
5 6
7
8 9