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 15.25%
4 Industrials 9.62%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 3.04%
2,078,748
+1,612,268
2
$34.3M 2.5%
479,659
+275,735
3
$32.7M 2.38%
426,237
+285,668
4
$30.2M 2.2%
329,369
+253,019
5
$28.3M 2.07%
409,942
+288,609
6
$28.3M 2.06%
622,917
+260,386
7
$28.3M 2.06%
446,556
+265,495
8
$24.7M 1.8%
+545,260
9
$22.9M 1.67%
1,022,240
+752,465
10
$22.2M 1.62%
332,458
+156,572
11
$20.9M 1.53%
145,581
+110,874
12
$20.8M 1.52%
182,136
+131,778
13
$20.7M 1.51%
398,675
+383,632
14
$19.6M 1.43%
+339,385
15
$19.2M 1.4%
191,877
+186,049
16
$18.8M 1.37%
+549,878
17
$17.7M 1.29%
273,652
+201,370
18
$17.7M 1.29%
568,757
+537,885
19
$16.4M 1.2%
121,005
+88,681
20
$16M 1.17%
+203,965
21
$15.9M 1.16%
130,824
+65,019
22
$15.2M 1.11%
925,653
+722,841
23
$14.5M 1.05%
89,580
+83,813
24
$13.5M 0.99%
154,902
+134,589
25
$13.5M 0.99%
218,031
+210,533
1
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