Calvert Investment Management, Inc.

data from 31/12/2016

Capitalization

$ 2.673 B -1.76 %

Average holding period

8 ans

Performance

$ 709.308 M 70 626.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Calvert Investment Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/12/31 AAPL APPLE INC 2.35% 62.871 M $ 542838 2012/12/31 1.617 M $ 2.48 %
2016/12/31 MSFT MICROSOFT CORP 1.69% 45.230 M $ 727872 2012/12/31 3.142 M $ 7.88 %
2016/12/31 GOOGL ALPHABET INC-CL A 1.45% 38.882 M $ 49066 2015/09/30 -597.504 K $ -1.44 %
2016/12/31 WFC WELLS FARGO & CO 1.24% 33.078 M $ 600222 2011/12/31 7.204 M $ 24.46 %
2016/12/31 JNJ JOHNSON & JOHNSON 1.20% 32.053 M $ 278212 2011/12/31 -820.940 K $ -2.47 %
2016/12/31 VZ VERIZON COMMUNICATIONS 1.02% 27.327 M $ 511942 2011/12/31 892.207 K $ 2.69 %
2016/12/31 T AT&T INC 0.96% 25.711 M $ 604547 2012/12/31 1.215 M $ 4.73 %
2016/12/31 PEP PEPSICO INC 0.96% 25.643 M $ 245085 2011/12/31 -1.050 M $ -3.81 %
2016/12/31 GE GENERAL ELECTRIC CO 0.94% 25.072 M $ 793406 2011/12/31 1.065 M $ 4.16 %
2016/12/31 PFE PFIZER INC 0.91% 24.313 M $ 748567 2011/12/31 -1.117 M $ -4.11 %
2016/12/31 SEP SPECTRA ENERGY CORP 0.90% 23.934 M $ 582469 2013/06/30 1.441 M $ 5.03 %
2016/12/31 IR INGERSOLL RAND 0.86% 22.980 M $ 306232 2015/06/30 0.000 $ 0.00 %
2016/12/31 HDS HD SUPPLY HOLDINGS INC 0.85% 22.722 M $ 534511 2015/06/30 7.180 M $ 32.93 %
2016/12/31 OMC OMNICOM GROUP INC 0.84% 22.436 M $ 263615 2012/06/30 30.125 K $ 0.13 %
2016/12/31 AFG AMERICAN FINL GROUP IN 0.83% 22.095 M $ 250732 2013/12/31 3.430 M $ 17.49 %
2016/12/31 INTC INTEL CORP 0.82% 21.783 M $ 600566 2011/12/31 -910.920 K $ -3.92 %
2016/12/31 C CITIGROUP INC 0.81% 21.549 M $ 362598 2012/12/31 4.370 M $ 25.83 %
2016/12/31 MRK MERCK & CO INC 0.79% 21.048 M $ 357542 2012/12/31 -1.387 M $ -5.68 %
2016/12/31 OKE ONEOK INC NEW 0.77% 20.634 M $ 359421 2014/09/30 1.878 M $ 11.71 %
2016/12/31 CSCO CISCO SYSTEMS INC. 0.75% 20.143 M $ 666554 2012/12/31 -1.035 M $ -4.73 %
2016/12/31 FTI FMC TECHNOLOGIES INC 0.73% 19.599 M $ 551606 2014/09/30 2.437 M $ 14.68 %
2016/12/31 RS RELIANCE STEEL & ALUMINUM CO 0.72% 19.250 M $ 242019 2015/03/31 1.885 M $ 10.43 %
2016/12/31 CVS CVS HEALTH CORP 0.68% 18.177 M $ 230346 2011/12/31 -2.457 M $ -11.33 %
2016/12/31 UPS UNITED PARCEL SERVICE 0.68% 18.143 M $ 158260 2011/12/31 866.801 K $ 4.83 %
2016/12/31 A AGILENT TECHNOLOGIES I 0.68% 18.105 M $ 397397 2014/09/30 -642.694 K $ -3.25 %
2016/12/31 MCO MOODYS CORP 0.67% 17.912 M $ 190009 2013/12/31 -2.762 M $ -12.94 %
2016/12/31 EWBC EAST WEST BANCORP INC 0.67% 17.867 M $ 351513 2012/12/31 6.067 M $ 38.46 %
2016/12/31 AMAT APPLIED MATLS INC 0.66% 17.708 M $ 548759 2012/12/31 823.980 K $ 7.03 %
2016/12/31 PRU PRUDENTIAL FINL INC 0.66% 17.553 M $ 168686 2011/12/31 3.961 M $ 27.45 %
2016/12/31 PG PROCTER & GAMBLE CO/THE 0.65% 17.423 M $ 207223 2011/12/31 -1.289 M $ -6.32 %
2016/12/31 CMCSA COMCAST CORP NEW 0.65% 17.294 M $ 250458 2012/12/31 682.831 K $ 4.10 %
2016/12/31 DHR DANAHER CORP DEL 0.64% 17.124 M $ 219989 2011/12/31 -123.027 K $ -0.69 %
2016/12/31 AMGN AMGEN INC 0.63% 16.797 M $ 114881 2011/12/31 -2.662 M $ -12.35 %
2016/12/31 AMZN AMAZON COM INC 0.63% 16.791 M $ 22392 2012/12/31 -2.129 M $ -10.46 %
2016/12/31 USB US BANCORP DEL 0.62% 16.531 M $ 321806 2011/12/31 2.752 M $ 19.77 %
2016/12/31 META FACEBOOK INC-A 0.61% 16.169 M $ 140538 2014/09/30 -2.024 M $ -10.31 %
2016/12/31 BAC BANK OF AMERICA CORPOR 0.57% 15.283 M $ 691550 2012/12/31 5.049 M $ 41.21 %
2016/12/31 ORCL ORACLE CORP 0.56% 15.098 M $ 392676 2015/06/30 -337.637 K $ -2.11 %
2016/12/31 SNPS SYNOPSYS INC 0.56% 14.867 M $ 252588 2014/09/30 -138.516 K $ -0.83 %
2016/12/31 DLPH DELPHI AUTOMOTIVE PLC 0.55% 14.724 M $ 218613 2014/09/30 -515.655 K $ -5.57 %
2016/12/31 MA MASTERCARD INC 0.55% 14.656 M $ 141946 2012/12/31 218.215 K $ 1.45 %
2016/12/31 AMP AMERIPRISE FINL INC 0.55% 14.584 M $ 131454 2014/09/30 1.607 M $ 11.20 %
2016/12/31 PPG PPG INDS INC 0.53% 14.119 M $ 148993 2015/06/30 -1.316 M $ -8.32 %
2016/12/31 JCI JOHNSON CONTROLS INTERNATIONAL plc 0.52% 13.979 M $ 339374 2016/09/30 -113.172 K $ -0.97 %
2016/12/31 COF CAPITAL ONE FINL CORP 0.51% 13.668 M $ 156675 2012/12/31 2.946 M $ 21.45 %
2016/12/31 DRE DUKE REALTY CORP 0.51% 13.607 M $ 512323 2016/06/30 -412.599 K $ -2.82 %
2016/12/31 DOV DOVER CORP 0.51% 13.523 M $ 180476 2012/12/31 234.295 K $ 1.75 %
2016/12/31 ADP AUTOMATIC DATA PROCESS 0.50% 13.393 M $ 130304 2012/12/31 2.331 M $ 16.53 %
2016/12/31 AXP AMERICAN EXPRESS CO 0.49% 13.124 M $ 177163 2012/12/31 1.855 M $ 15.68 %
2016/12/31 XYL XYLEM INC. 0.49% 13.000 M $ 262511 2014/09/30 -886.011 K $ -5.59 %
2016/12/31 BAKER HUGHES INC 0.48% 12.854 M $ 197843 2015/06/30 2.049 M $ 28.73 %
2016/12/31 GILD GILEAD SCIENCES INC 0.47% 12.548 M $ 175224 2011/12/31 -1.380 M $ -9.49 %
2016/12/31 MDLZ MONDELEZ INTERNATIONAL INC. 0.47% 12.433 M $ 280461 2015/06/30 122.890 K $ 0.98 %
2016/12/31 TXRH TEXAS ROADHOUSE INC 0.46% 12.179 M $ 252467 2011/12/31 2.439 M $ 23.60 %
2016/12/31 KO COCA COLA CO 0.45% 12.118 M $ 292289 2011/12/31 -273.593 K $ -2.03 %
2016/12/31 DST DST SYS INC DEL 0.44% 11.892 M $ 110982 2013/12/31 -1.185 M $ -9.13 %
2016/12/31 POR PORTLAND GEN ELEC CO 0.44% 11.835 M $ 273137 2015/06/30 206.169 K $ 1.74 %
2016/12/31 TRV TRAVELERS COS INC 0.44% 11.739 M $ 95895 2011/12/31 776.454 K $ 6.87 %
2016/12/31 UGI UGI CORP NEW 0.44% 11.721 M $ 254358 2015/06/30 221.203 K $ 1.86 %
2016/12/31 LOW LOWES COS INC 0.44% 11.705 M $ 164587 2011/12/31 -181.975 K $ -1.51 %
2016/12/31 EME EMCOR GROUP INC 0.43% 11.521 M $ 162823 2015/06/30 1.031 M $ 18.68 %
2016/12/31 TORONTO-DOMINION BANK 0.43% 11.470 M $ 11742000 2016/09/30 -231.599 K $ -2.31 %
2016/12/31 ACC AMERICAN CAMPUS CMNTYS 0.43% 11.411 M $ 229266 2016/06/30 -255.224 K $ -2.16 %
2016/12/31 ACN ACCENTURE PLC CL A 0.42% 11.271 M $ 96227 2012/09/30 -504.257 K $ -4.13 %
2016/12/31 GIS GENERAL MLS INC 0.41% 11.009 M $ 178218 2011/12/31 -370.425 K $ -3.30 %
2016/12/31 TJX TJX COS INC NEW 0.41% 10.977 M $ 146108 2011/12/31 53.957 K $ 0.48 %
2016/12/31 TGT TARGET CORP 0.40% 10.806 M $ 149602 2011/12/31 760.725 K $ 5.17 %
2016/12/31 PFG PRINCIPAL FINANCIAL GR 0.40% 10.564 M $ 182573 2014/09/30 1.423 M $ 12.33 %
2016/12/31 CCEP COCA-COLA EUROPEAN PARTNERS 0.38% 10.216 M $ 325354 2016/06/30 -2.624 M $ -21.30 %
2016/12/31 UMPQ UMPQUA HLDGS CORP 0.38% 10.082 M $ 536831 2011/12/31 2.412 M $ 24.78 %
2016/12/31 CMI CUMMINS INC 0.38% 10.034 M $ 73416 2012/12/31 639.851 K $ 6.65 %
2016/12/31 ETN EATON CORP 0.38% 10.029 M $ 149481 2012/12/31 230.573 K $ 2.10 %
2016/12/31 FR FIRST INDUSTRIAL REALTY TRUST 0.37% 9.937 M $ 354252 2016/06/30 -61.151 K $ -0.60 %
2016/12/31 SRE SEMPRA ENERGY 0.37% 9.829 M $ 97664 2015/06/30 -408.392 K $ -6.12 %
2016/12/31 UN UNILEVER NV - ADR 0.37% 9.795 M $ 238546 2011/12/31 -1.202 M $ -10.93 %
2016/12/31 DDR CORP 0.36% 9.723 M $ 636747 2016/06/30 -1.527 M $ -12.39 %
2016/12/31 AWK AMERICAN WATER WORKS 0.36% 9.655 M $ 133434 2014/09/30 -292.129 K $ -3.31 %
2016/12/31 STJ ST JUDE MED INC 0.36% 9.525 M $ 118784 2012/12/31 63.099 K $ 0.54 %
2016/12/31 ECL ECOLAB INC 0.35% 9.414 M $ 80313 2012/12/31 -424.183 K $ -3.70 %
2016/12/31 DGX QUEST DIAGNOSTICS INC 0.35% 9.327 M $ 101488 2014/03/31 825.392 K $ 8.59 %
2016/12/31 HD HOME DEPOT INC 0.35% 9.274 M $ 69165 2011/12/31 411.858 K $ 4.20 %
2016/12/31 ROST ROSS STORES INC 0.34% 9.201 M $ 140259 2014/09/30 202.243 K $ 2.02 %
2016/12/31 MCK MCKESSON CORP 0.34% 9.027 M $ 64273 2012/12/31 -1.678 M $ -15.77 %
2016/12/31 DIS DISNEY WALT CO 0.34% 9.014 M $ 86488 2013/03/31 1.037 M $ 12.23 %
2016/12/31 V VISA INC-CLASS A SHARES 0.33% 8.900 M $ 114078 2011/12/31 -589.015 K $ -5.66 %
2016/12/31 MXIM MAXIM INTEGRATED PRODS 0.33% 8.763 M $ 227201 2016/06/30 -22.503 K $ -3.40 %
2016/12/31 NOV NATIONAL OILWELL VARCO 0.32% 8.684 M $ 231942 2014/09/30 167.471 K $ 1.91 %
2016/12/31 ISBC INVESTORS BANCORP INC 0.32% 8.616 M $ 617604 2015/06/30 1.351 M $ 16.15 %
2016/12/31 NKE NIKE INC 0.32% 8.506 M $ 167343 2011/12/31 -302.331 K $ -3.46 %
2016/12/31 DRI DARDEN RESTAURANTS INC 0.32% 8.432 M $ 115946 2015/12/31 1.347 M $ 18.59 %
2016/12/31 CSL CARLISLE COS INC 0.31% 8.248 M $ 74783 2014/12/31 628.956 K $ 7.53 %
2016/12/31 BG BUNGE LTD 0.31% 8.178 M $ 113210 2015/12/31 1.671 M $ 21.97 %
2016/12/31 HCA HCA HOLDINGS INC 0.30% 8.128 M $ 109806 2014/09/30 -176.739 K $ -2.13 %
2016/12/31 CL COLGATE PALMOLIVE CO 0.30% 8.042 M $ 122895 2011/12/31 -1.038 M $ -11.74 %
2016/12/31 TSM TAIWAN SEMICONDUCTOR-SP ADR 0.30% 8.032 M $ 279383 2016/06/30 -517.925 K $ -6.01 %
2016/12/31 FLIR FLIR SYS INC 0.30% 8.017 M $ 221537 2016/03/31 1.200 M $ 15.18 %
2016/12/31 MMM 3M CO 0.30% 7.965 M $ 44607 2013/06/30 92.494 K $ 1.11 %
2016/12/31 IBM INTERNATIONAL BUSINESS MACHINES 0.29% 7.689 M $ 46320 2011/12/31 361.622 K $ 4.49 %
2016/12/31 SLCA US SILICA HOLDINGS INC. 0.29% 7.626 M $ 134550 2015/12/31 1.259 M $ 21.73 %
2016/12/31 SIVB SVB FINL GROUP 0.28% 7.585 M $ 44184 2012/12/31 3.282 M $ 55.29 %