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
151
$2.96M 0.14%
+119,057
152
$2.96M 0.13%
9,652
+834
153
$2.94M 0.13%
15,837
-137,510
154
$2.92M 0.13%
+552,457
155
$2.88M 0.13%
+1,176,300
156
$2.87M 0.13%
36,800
+8,700
157
$2.83M 0.13%
+95,541
158
$2.83M 0.13%
67,592
+18,865
159
$2.82M 0.13%
149,460
160
$2.8M 0.13%
+113,289
161
$2.79M 0.13%
79,770
-34,544
162
$2.79M 0.13%
73,659
+27,604
163
$2.78M 0.13%
+63,470
164
$2.77M 0.13%
+439,113
165
$2.75M 0.13%
86,100
-18,239
166
$2.74M 0.13%
+45,425
167
$2.74M 0.12%
15,200
+4,700
168
$2.73M 0.12%
+71,470
169
$2.72M 0.12%
46,000
+33,600
170
$2.67M 0.12%
+58,165
171
$2.63M 0.12%
79,808
+21,241
172
$2.61M 0.12%
93,503
-70,167
173
$2.57M 0.12%
+47,611
174
$2.56M 0.12%
+51,039
175
$2.56M 0.12%
+216,155
5 6
7
8 9