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
$735M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15M
3
+$14.5M
4
TGT icon
Target
TGT
+$11.9M
5
CVS icon
CVS Health
CVS
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.27%
2 Healthcare 12.75%
3 Technology 11.96%
4 Communication Services 9.08%
5 Energy 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$370K 0.05%
+39,380
227
$367K 0.05%
+14,644
228
$358K 0.05%
+5,430
229
$352K 0.05%
+57,395
230
$347K 0.05%
+15,729
231
$345K 0.05%
+7,564
232
$341K 0.05%
+2,958
233
$339K 0.05%
+12,076
234
$339K 0.05%
+4,641
235
$339K 0.05%
+6,800
236
$334K 0.05%
+5,517
237
$334K 0.05%
+1,302
238
$329K 0.04%
+41,141
239
$320K 0.04%
+16,254
240
$309K 0.04%
+4,702
241
$309K 0.04%
+7,168
242
$302K 0.04%
+3,574
243
$302K 0.04%
+3,774
244
$297K 0.04%
+4,562
245
$293K 0.04%
+35,138
246
$290K 0.04%
+12,266
247
$287K 0.04%
+4,148
248
$278K 0.04%
+3,514
249
$274K 0.04%
+30,521
250
$266K 0.04%
+8,718
8 9
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