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
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$7.09M
3
+$5.38M
4
UNP icon
Union Pacific
UNP
+$5.37M
5
FE icon
FirstEnergy
FE
+$4.9M

Top Sells

1
+$13.1M
2
+$6.92M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$6.37M
5
DST
DST Systems Inc.
DST
+$6.03M

Sector Composition

1 Financials 20%
2 Healthcare 17.35%
3 Technology 15.08%
4 Industrials 9.52%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 3.07%
2,264,696
+185,948
2
$35.5M 2.51%
459,738
+33,501
3
$31.3M 2.21%
318,301
-11,068
4
$30.9M 2.19%
404,870
-5,072
5
$30.8M 2.18%
1,375,916
+353,676
6
$27.2M 1.92%
449,672
+3,116
7
$26.2M 1.85%
418,340
+85,882
8
$24.6M 1.74%
494,773
-128,144
9
$24.3M 1.72%
554,710
+4,832
10
$22.8M 1.61%
304,883
-174,776
11
$22.6M 1.6%
170,587
+25,006
12
$22.5M 1.59%
182,330
+194
13
$20.3M 1.44%
191,911
+34
14
$20.1M 1.42%
398,379
-296
15
$19.8M 1.4%
418,028
-127,232
16
$19.7M 1.39%
143,491
+22,486
17
$19.6M 1.39%
339,644
+259
18
$18.3M 1.29%
564,855
-3,902
19
$17.8M 1.26%
101,042
+11,462
20
$17.4M 1.23%
282,873
+55,775
21
$17.2M 1.21%
152,109
+21,285
22
$16.2M 1.14%
203,748
-217
23
$15.2M 1.07%
924,925
-728
24
$14.9M 1.06%
226,301
-47,351
25
$14.5M 1.03%
887,886
+289,549
1
2 3 4 5