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
151
$1.26M 0.09%
15,775
-585
152
$1.26M 0.09%
48,799
+127
153
$1.26M 0.09%
67,719
+18,447
154
$1.21M 0.09%
84,938
-12,306
155
$1.21M 0.09%
71,760
-840
156
$1.16M 0.08%
65,013
+17,709
157
$1.14M 0.08%
77,428
+11,209
158
$1.14M 0.08%
49,375
+445
159
$1.08M 0.08%
13,343
+3,573
160
$1.08M 0.08%
10,241
+1,696
161
$1.07M 0.08%
13,566
-403
162
$1.07M 0.08%
53,931
+7,953
163
$1.06M 0.08%
15,008
+82
164
$1.06M 0.08%
19,660
-552
165
$1.03M 0.07%
29,193
+11,121
166
$1.01M 0.07%
24,403
-2,969
167
$1M 0.07%
15,356
+4,069
168
$971K 0.07%
71,681
+4,255
169
$871K 0.06%
55,240
+500
170
$866K 0.06%
170,210
+1,168
171
$849K 0.06%
74,164
+17
172
$847K 0.06%
27,713
+7,549
173
$836K 0.06%
7,369
-217
174
$835K 0.06%
52,130
-13,044
175
$829K 0.06%
8,044
+316
5 6
7
8 9