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
$1.35B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.9M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.85M
5
CNC icon
Centene
CNC
+$7.7M

Top Sells

1
+$19.9M
2
+$18.9M
3
+$18.4M
4
AAPL icon
Apple
AAPL
+$18.3M
5
MCK icon
McKesson
MCK
+$18.1M

Sector Composition

1 Financials 20.53%
2 Healthcare 18.06%
3 Technology 12.96%
4 Industrials 10.79%
5 Communication Services 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$817K 0.06%
21,527
+15,920
227
$812K 0.06%
20,810
+15,305
228
$807K 0.06%
8,242
+6,096
229
$805K 0.06%
+92,490
230
$803K 0.06%
8,816
+6,462
231
$798K 0.06%
+19,744
232
$795K 0.06%
23,962
+17,549
233
$793K 0.06%
45,196
-10,336
234
$790K 0.06%
14,469
+10,616
235
$788K 0.06%
+3,794
236
$786K 0.06%
+10,679
237
$783K 0.06%
+11,100
238
$758K 0.06%
+56,850
239
$757K 0.06%
9,652
+7,145
240
$742K 0.06%
+19,499
241
$740K 0.05%
19,517
+14,400
242
$737K 0.05%
+4,909
243
$727K 0.05%
15,300
+600
244
$703K 0.05%
15,279
+5,150
245
$698K 0.05%
+17,124
246
$688K 0.05%
15,080
+2,271
247
$680K 0.05%
+11,134
248
$675K 0.05%
+11,009
249
$670K 0.05%
6,000
+300
250
$666K 0.05%
24,564
-209,449
8 9
10
11 12