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 13.23%
4 Industrials 10.77%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.6M 3.49%
2,909,776
+55,008
2
$56.5M 2.58%
1,039,616
+234,855
3
$45.6M 2.08%
986,324
+903,201
4
$42.4M 1.93%
1,559,900
+23,814
5
$37.5M 1.71%
864,590
-159,737
6
$35.2M 1.6%
359,617
+26,742
7
$34.1M 1.55%
1,112,345
+416,156
8
$33.4M 1.52%
325,453
-231,146
9
$32.9M 1.5%
592,195
+42,572
10
$31.7M 1.44%
436,087
+367,926
11
$31.1M 1.42%
191,531
-40,042
12
$30.8M 1.41%
206,623
+20,660
13
$30.2M 1.38%
483,999
+81,543
14
$30M 1.37%
244,040
-22,567
15
$29.9M 1.36%
414,198
-251,862
16
$28.1M 1.28%
567,391
+180,786
17
$27.8M 1.27%
829,852
-62,364
18
$27.7M 1.26%
550,282
+205,810
19
$27.4M 1.25%
480,298
-171,980
20
$26.9M 1.22%
265,387
+166,487
21
$26.7M 1.22%
328,362
+24,735
22
$26.7M 1.22%
353,058
+29,872
23
$25.3M 1.15%
+650,180
24
$25.3M 1.15%
317,967
+38,864
25
$23M 1.05%
229,409
+51,173
1
2 3 4 5