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
176
$2.51M 0.11%
+163,884
177
$2.5M 0.11%
+23,479
178
$2.5M 0.11%
92,720
179
$2.45M 0.11%
95,497
+27,186
180
$2.45M 0.11%
21,425
+5,276
181
$2.44M 0.11%
+92,584
182
$2.4M 0.11%
474,657
183
$2.39M 0.11%
20,865
+6,666
184
$2.37M 0.11%
66,750
+14,326
185
$2.31M 0.11%
+96,231
186
$2.3M 0.11%
+82,757
187
$2.28M 0.1%
38,222
+14,014
188
$2.27M 0.1%
105,334
-23,076
189
$2.26M 0.1%
25,988
+7,483
190
$2.22M 0.1%
+38,277
191
$2.19M 0.1%
4,027
+840
192
$2.17M 0.1%
58,195
-36,470
193
$2.16M 0.1%
+59,665
194
$2.15M 0.1%
47,000
+2,100
195
$2.12M 0.1%
14,506
+2,737
196
$2.1M 0.1%
22,668
+5,955
197
$2.09M 0.1%
20,413
+6,109
198
$2.09M 0.1%
9,001
+2,403
199
$2.06M 0.09%
37,596
+9,919
200
$2.05M 0.09%
+73,210
6 7
8
9 10