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⚲
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| Calvert Research and Management
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|
|---|---|
| CRD # | 285127 |
| SEC # | 801-108378 |
| CIK # | 0001717509 |
| AUM | $33.6 BB (2023-03-31) |
| Employees | 256 (96% Investors, 2% Brokers) |
| Phone | 800-368-2745 |
| Address | 1825 Connecticut Avenue NW Washington, DC 20009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001717509 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 34.7 | |
| Apple Inc | 2,382.8 | 33.1 | |
| Amazon Com Inc | 1,093.0 | 14.1 | |
| VISA Inc | 419.3 | 11.3 | |
| Alphabet Inc | 1,475.1 | 10.5 | |
| J P Morgan Chase & Co | 340.2 | 7.9 | |
| Nvidia Corp | 399.6 | 7.5 | |
| Alphabet Inc | 1,482.6 | 7.2 | |
| UnitedHealth Group Inc | 477.0 | 7.1 | |
| Thermo Fisher Scientific Inc | 209.7 | 6.7 | |
| Procter & Gamble Co | 338.1 | 6.6 | |
| Johnson & Johnson | 465.6 | 6.2 | |
| Mastercard Inc | 309.6 | 6.1 | |
| Exxon Mobil Corp | 385.5 | 5.6 | |
| Uber Technologies Inc | 43.4 | 5.4 | |
| Home Depot Inc | 277.6 | 5.2 | |
| Danaher Corp /DE/ | 183.1 | 5.2 | |
| Chevron Corp | 294.6 | 5.1 | |
| AbbVie Inc | 269.5 | 5.0 | |
| Accenture PLC | 179.5 | 4.9 | |
| Coca Cola Co | 270.0 | 4.9 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| LF | Calvert Cash Reserves Fund LLC | 2020-08-12 | 670.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 43 | 33.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 955 | 0.2 |
| Total | 1,005 | 33.6 |
| By Discretionary | ||
| Discretionary | 50 | 33.4 |
| Non-Discretionary | 955 | 0.2 |
| Total | 1,005 | 33.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 33.4 | |
| Total | 1,005 | 33.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001717509] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 35.8 |
|
Causeway Capital Management LLC
✚
|
CA | 34.9 |
|
Rockefeller Financial LLC
✚
|
NY | 34.7 |
|
Betterment LLC
✚
|
NY | 34.3 |
|
Jarislowsky Fraser Limited
✚
|
34.1 | |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 33.5 |
|
Jasper Ridge Partners LP
✚
|
TX | 33.1 |
|
Beutel Goodman & Company Ltd
✚
|
32.2 | |
|
Atlanta Capital Management Company LLC
✚
|
GA | 31.8 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 30.9 |