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
276
$570K 0.04%
+11,519
277
$562K 0.04%
+2,232
278
$559K 0.04%
12,940
-12,075
279
$556K 0.04%
+5,060
280
$553K 0.04%
+8,129
281
$544K 0.04%
20,992
+1,778
282
$539K 0.04%
+7,546
283
$537K 0.04%
+3,674
284
$531K 0.04%
15,480
-14,447
285
$529K 0.04%
+11,975
286
$527K 0.04%
15,106
+11,054
287
$526K 0.04%
+10,032
288
$525K 0.04%
+4,730
289
$522K 0.04%
+5,473
290
$513K 0.04%
+9,578
291
$512K 0.04%
+8,094
292
$510K 0.04%
7,074
-6,603
293
$510K 0.04%
14,586
-104,505
294
$509K 0.04%
+10,219
295
$509K 0.04%
+5,729
296
$508K 0.04%
50,552
+37,454
297
$506K 0.04%
19,661
+129
298
$505K 0.04%
+2,550
299
$505K 0.04%
420
300
$505K 0.04%
+13,256
10 11
12
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