CALVERT INVESTMENT MANAGEMENT INC. Information

4550 MONTGOMERY AVENUE, BETHESDA, Maryland, 20814, (301) 951-4881

Report Date: 12/31/2014

Position Statistics

Total Positions 606
New Positions 28
Increased Positions 548
Decreased Positions 49
Positions with Activity 597
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,407

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.61%
Capital Goods 4.49%
Conglomerates 0.19%
Consumer Cyclical 2.88%
Consumer/Non-Cyclical 6.82%
Energy 4.29%
Financial 22.72%
Healthcare 16.5%
Services 18.46%
Technology 17.08%
Transportation 3.06%
Utilities 1.54%

606 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DANAHER CORP DEL COM 6,065 421 7.45 73,626
GRAND CANYON ED INC COM 5,918 903 18.00 135,059
POTASH CORP SASK INC COM 5,840 5,840 New 159,829
DISNEY WALT CO COM DISNEY 5,682 404 7.65 62,472
OMNICOM GROUP INC COM 5,593 365 6.99 76,827
HOME DEPOT INC COM 5,577 427 8.30 53,408
WALGREENS BOOTS ALLIANCE INC COM 5,549 -3,829 (40.84) 75,234
UNITED PARCEL SERVICE INC CL B 5,438 449 9.01 55,020
AMAZON COM INC COM 5,368 430 8.70 15,141
PHILLIPS 66 COM 5,193 New 73,855
SYMETRA FINL CORP COM 5,031 767 18.00 247,689
VISA INC COM CL A 4,974 372 8.09 19,512
TARGET CORP COM 4,882 -5,960 (54.97) 66,321
GOLDMAN SACHS GROUP INC COM 4,695 -5,125 (52.19) 27,231
TRAVELERS COMPANIES INC COM 4,642 313 7.23 45,147
US BANCORP DEL COM NEW 4,611 214 4.87 110,026
THE ADT CORPORATION COM 4,181 3 .06 121,553
3M CO COM 4,157 300 7.79 25,612
UNILEVER PLC SPON ADR NEW 4,143 109 2.69 94,220
NOVARTIS A G SPONSORED ADR 4,062 105 2.66 41,704


Latest News Headlines

View All
Create your free portfolio