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 13.21%
4 Industrials 10.79%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.02M 0.09%
44,569
-60,186
202
$2.02M 0.09%
16,788
+5,396
203
$2.01M 0.09%
+43,883
204
$2.01M 0.09%
47,376
+9,873
205
$2M 0.09%
36,072
+10,523
206
$2M 0.09%
25,477
+6,804
207
$1.99M 0.09%
+43,937
208
$1.94M 0.09%
19,597
+6,149
209
$1.92M 0.09%
10,051
+1,790
210
$1.92M 0.09%
20,406
+5,118
211
$1.9M 0.09%
21,531
+4,595
212
$1.89M 0.09%
62,147
+20,068
213
$1.88M 0.09%
+94,058
214
$1.88M 0.09%
+74,922
215
$1.87M 0.09%
22,038
+5,512
216
$1.85M 0.08%
51,179
+19,168
217
$1.82M 0.08%
12,098
+2,271
218
$1.77M 0.08%
26,736
+6,980
219
$1.74M 0.08%
18,904
+5,554
220
$1.73M 0.08%
66,627
-28,838
221
$1.7M 0.08%
25,936
-79,040
222
$1.7M 0.08%
+120,542
223
$1.7M 0.08%
12,850
-10,800
224
$1.69M 0.08%
18,936
+4,050
225
$1.68M 0.08%
19,913
+5,042
7 8
9
10 11