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
201
$2.37M 0.1%
15,100
-100
202
$2.37M 0.1%
45,425
203
$2.34M 0.1%
85,300
-800
204
$2.33M 0.1%
102,461
+27,000
205
$2.28M 0.1%
107,510
-41,950
206
$2.28M 0.1%
47,000
207
$2.24M 0.1%
327,501
+260,238
208
$2.24M 0.1%
23,855
+3,449
209
$2.22M 0.1%
209,896
+191,217
210
$2.22M 0.1%
57,428
-2,237
211
$2.2M 0.1%
166,364
-49,791
212
$2.13M 0.09%
22,437
+3,900
213
$2.13M 0.09%
20,371
+1,467
214
$2.13M 0.09%
47,450
+9,228
215
$2.09M 0.09%
+102,586
216
$2.06M 0.09%
15,039
+533
217
$2.06M 0.09%
34,950
+4,197
218
$2.05M 0.09%
23,496
+17
219
$2.05M 0.09%
+87,750
220
$2.01M 0.09%
96,250
+17,848
221
$1.98M 0.09%
53,304
+8,236
222
$1.98M 0.09%
254,561
+92,873
223
$1.98M 0.09%
+70,205
224
$1.97M 0.09%
31,100
-54,201
225
$1.95M 0.09%
21,761
-277
7 8
9
10 11