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CIM
Calvert Investment Management Portfolio holdings
AUM
$2.67B
1-Year Est. Return
18.2%
This Fund
S&P 500
This Quarter
Est. Return
+4.7%
1 Year Est. Return
+18.2%
3 Year Est. Return
+33.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$735M
AUM Growth
–
Cap. Flow
+$730M
Cap. Flow
% of AUM
99.33%
Top 10 Holdings %
Top 10 Hldgs %
15.87%
Holding
314
New
314
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AT&T
T
|
+$15M |
| 2 |
JPMorgan Chase
JPM
|
+$14.6M |
| 3 |
Wells Fargo
WFC
|
+$14.2M |
| 4 |
Target
TGT
|
+$12M |
| 5 |
CVS Health
CVS
|
+$12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 22.27% |
| 2 | Healthcare | 12.75% |
| 3 | Technology | 11.95% |
| 4 | Communication Services | 9.08% |
| 5 | Energy | 8.98% |
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Calvert Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Calvert Investment Management, which disclosed 314 positions worth $735M. Its ten largest holdings account for 16% of the portfolio.
Its largest position is AT&T: 541,362 shares worth $14.5M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, followed by Healthcare and Technology.
- Calvert Investment Management's largest Q2 2013 buy was AT&T: 541,362 shares worth $14.5M.
- Calvert Investment Management's ten largest holdings make up 16% of its $735M portfolio in Q2 2013.
- Calvert Investment Management disclosed 314 positions in Q2 2013, its first 13F filing on record.
Based on Calvert Investment Management's 13F filing for Q2 2013, filed 16 Jul 2013.