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
176
$2.76M 0.12%
+211,596
177
$2.75M 0.12%
39,957
+1,735
178
$2.74M 0.12%
148,787
179
$2.73M 0.12%
34,603
-8,652
180
$2.71M 0.12%
39,416
+3,833
181
$2.7M 0.12%
20,285
+3,497
182
$2.7M 0.12%
97,283
+3,780
183
$2.67M 0.12%
+126,393
184
$2.65M 0.12%
62,379
+11,200
185
$2.65M 0.12%
99,261
+3,764
186
$2.63M 0.12%
474,657
187
$2.6M 0.11%
63,470
188
$2.58M 0.11%
126,049
+33,465
189
$2.58M 0.11%
154,458
-67,124
190
$2.56M 0.11%
67,025
-567
191
$2.56M 0.11%
439,113
192
$2.5M 0.11%
24,378
+1,710
193
$2.5M 0.11%
43,883
194
$2.46M 0.11%
47,611
195
$2.44M 0.11%
87,120
+7,312
196
$2.43M 0.11%
25,789
+4,258
197
$2.41M 0.11%
39,713
+3,641
198
$2.41M 0.11%
23,577
+2,152
199
$2.41M 0.11%
92,720
200
$2.38M 0.11%
32,259
+6,782
6 7
8
9 10