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
$1.37B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$24.7M
3
+$23.2M
4
COF icon
Capital One
COF
+$21.9M
5
DTV
DIRECTV COM STK (DE)
DTV
+$19.9M

Top Sells

1
+$5.87M
2
+$5.8M
3
+$5.59M
4
KEY icon
KeyCorp
KEY
+$5.54M
5
GS icon
Goldman Sachs
GS
+$5.53M

Sector Composition

1 Financials 20.1%
2 Healthcare 17.31%
3 Technology 15.24%
4 Industrials 9.63%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$641K 0.05%
2,290
202
$620K 0.05%
+67,426
203
$608K 0.04%
39,399
+1,491
204
$583K 0.04%
+11,287
205
$582K 0.04%
+20,164
206
$579K 0.04%
14,778
+324
207
$575K 0.04%
495
208
$567K 0.04%
8,691
+216
209
$567K 0.04%
14,428
210
$551K 0.04%
7,838
211
$545K 0.04%
157,490
-28,925
212
$545K 0.04%
2,903
213
$526K 0.04%
41,400
+637
214
$525K 0.04%
6,380
+179
215
$517K 0.04%
11,693
216
$514K 0.04%
4,320
+119
217
$514K 0.04%
+5,717
218
$505K 0.04%
20,061
219
$486K 0.04%
9,530
220
$482K 0.04%
6,875
221
$481K 0.04%
8,378
222
$466K 0.03%
10,603
223
$457K 0.03%
9,300
+1,600
224
$449K 0.03%
5,354
+118
225
$448K 0.03%
+9,134
7 8
9
10 11