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
$1.55B
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$5.02M
3
+$4.08M
4
CMTL icon
Comtech Telecommunications
CMTL
+$3.75M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.62M

Top Sells

1
+$7.61M
2
+$6.53M
3
+$6.41M
4
EW icon
Edwards Lifesciences
EW
+$5.86M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$5.29M

Sector Composition

1 Financials 21.15%
2 Healthcare 17.03%
3 Technology 14.82%
4 Industrials 11.67%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 2.95%
1,471,316
+63,612
2
$27.8M 1.79%
683,518
+69,849
3
$27M 1.74%
981,868
+131,660
4
$25.7M 1.66%
423,611
+57,121
5
$25.4M 1.64%
252,830
+34,967
6
$24.9M 1.61%
754,805
-72,846
7
$24.2M 1.56%
444,781
+51,658
8
$21.4M 1.38%
776,526
+14,749
9
$19.7M 1.27%
211,756
-8,071
10
$18.3M 1.18%
208,418
+9,913
11
$17.5M 1.13%
319,610
+44,642
12
$17.2M 1.11%
217,609
-5,466
13
$17M 1.1%
306,982
+29,814
14
$17M 1.1%
207,326
+12,980
15
$16.9M 1.09%
403,492
+49,091
16
$16.6M 1.07%
197,112
-37,417
17
$16.4M 1.06%
255,916
+23,014
18
$15.9M 1.03%
99,707
-18,088
19
$15.6M 1.01%
553,206
-27,322
20
$15.5M 1%
198,539
+19,724
21
$15.4M 0.99%
129,118
+1,127
22
$15.1M 0.97%
217,349
+72,342
23
$14.3M 0.92%
149,790
+6,922
24
$14.2M 0.92%
398,890
+21,225
25
$14M 0.91%
333,202
+59,647
1
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