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
251
$259K 0.04%
+3,072
252
$247K 0.03%
+1,064
253
$244K 0.03%
+6,519
254
$243K 0.03%
+9,675
255
$239K 0.03%
+200
256
$237K 0.03%
+6,983
257
$236K 0.03%
+2,485
258
$235K 0.03%
+4,935
259
$233K 0.03%
+10,974
260
$230K 0.03%
+6,672
261
$229K 0.03%
+14,826
262
$227K 0.03%
+4,981
263
$226K 0.03%
+2,652
264
$223K 0.03%
+14,220
265
$222K 0.03%
+200
266
$221K 0.03%
+6,252
267
$221K 0.03%
+2,606
268
$218K 0.03%
+5,714
269
$212K 0.03%
+2,929
270
$211K 0.03%
+30,025
271
$209K 0.03%
+14,706
272
$207K 0.03%
+2,855
273
$203K 0.03%
+3,609
274
$200K 0.03%
+3,112
275
$195K 0.03%
+14,581
8 9 10
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