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
251
$664K 0.05%
+11,141
252
$658K 0.05%
10,379
-9,683
253
$654K 0.05%
11,700
+1,200
254
$650K 0.05%
+8,122
255
$639K 0.05%
45,045
-42,033
256
$627K 0.05%
+15,874
257
$623K 0.05%
+5,459
258
$623K 0.05%
+6,383
259
$617K 0.05%
+8,253
260
$612K 0.05%
+16,435
261
$610K 0.05%
+11,880
262
$609K 0.05%
+10,742
263
$604K 0.04%
+7,816
264
$603K 0.04%
+11,144
265
$597K 0.04%
+4,845
266
$595K 0.04%
+25,325
267
$595K 0.04%
+4,373
268
$592K 0.04%
12,884
+5,848
269
$590K 0.04%
+18,264
270
$590K 0.04%
+10,472
271
$582K 0.04%
+15,400
272
$581K 0.04%
+4,464
273
$574K 0.04%
+46,000
274
$573K 0.04%
+57,120
275
$572K 0.04%
10,409
+3,598
9 10
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