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
176
$828K 0.06%
216,450
+58,960
177
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8,892
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182
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183
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5,931
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185
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187
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188
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189
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194
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195
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12,402
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196
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38,117
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197
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495
198
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40,171
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199
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5,769
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200
$576K 0.04%
7,674
-164
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