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
151
$3.11M 0.14%
144,339
-27,644
152
$3.11M 0.14%
62,277
+18,340
153
$3.1M 0.14%
70,330
154
$3.08M 0.14%
36,800
155
$3.06M 0.14%
66,048
156
$3.03M 0.13%
42,381
+678
157
$3.02M 0.13%
112,960
+7,626
158
$3.02M 0.13%
98,143
+3,230
159
$3.01M 0.13%
58,401
+236
160
$2.95M 0.13%
34,478
+8,490
161
$2.95M 0.13%
49,800
-75,618
162
$2.92M 0.13%
115,207
163
$2.92M 0.13%
116,332
+22,274
164
$2.91M 0.13%
38,327
165
$2.9M 0.13%
59,678
+770
166
$2.9M 0.13%
50,575
+12,979
167
$2.89M 0.13%
8,497
-380
168
$2.84M 0.13%
183,810
+89,100
169
$2.84M 0.13%
169,050
+72,819
170
$2.84M 0.13%
25,444
+4,579
171
$2.83M 0.12%
58,993
+54,597
172
$2.83M 0.12%
+10,503
173
$2.82M 0.12%
70,275
-13,346
174
$2.8M 0.12%
234,035
+196,081
175
$2.76M 0.12%
206,726
+42,842
5 6
7
8 9