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
1
$68.9M 3.04%
2,526,908
-382,868
2
$50M 2.21%
905,780
+313,585
3
$44.6M 1.97%
921,903
-117,713
4
$40.1M 1.77%
1,052,480
+402,300
5
$38.4M 1.7%
458,381
+363,856
6
$38.4M 1.69%
709,791
-276,533
7
$36.2M 1.6%
334,233
+8,780
8
$32.4M 1.43%
212,469
+5,846
9
$32.2M 1.42%
390,880
-45,207
10
$32.1M 1.42%
309,715
-49,902
11
$32.1M 1.42%
1,128,319
-431,581
12
$31.5M 1.39%
1,118,861
+6,516
13
$29.7M 1.31%
197,830
+6,299
14
$29.5M 1.3%
288,263
+119,472
15
$29.1M 1.29%
985,085
+531,234
16
$29.1M 1.28%
651,504
-213,086
17
$27.7M 1.22%
548,416
-1,866
18
$25.7M 1.13%
311,681
-6,286
19
$24.5M 1.08%
266,857
+1,470
20
$24.1M 1.06%
289,535
-63,523
21
$22.5M 0.99%
433,603
-133,788
22
$22.2M 0.98%
684,888
+448,116
23
$21.4M 0.94%
202,948
-31,452
24
$20.4M 0.9%
320,370
-163,629
25
$19.7M 0.87%
486,125
+100,855
1
2 3 4 5