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
276
$191K 0.03%
+10,665
277
$179K 0.02%
+11,995
278
$165K 0.02%
+7,216
279
$146K 0.02%
+10,189
280
$136K 0.02%
+15,674
281
$135K 0.02%
+14,116
282
$122K 0.02%
+30,923
283
$111K 0.02%
+4,642
284
$108K 0.01%
+3,210
285
$83K 0.01%
+13,089
286
$48K 0.01%
+13,551
8 9 10 11
12