CIM
Calvert Investment Management Portfolio holdings
AUM
$2.67B
1-Year Return
16.23%
This Quarter Return
+1.81%
1 Year Return
+16.23%
3 Year Return
+30.91%
5 Year Return
–
10 Year Return
–
AUM
$1.41B
AUM Growth
+$42.9M
(+3.1%)
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
21.02%
Holding
365
New
23
Increased
217
Reduced
105
Closed
17
Top Buys
| 1 |
Cisco
CSCO
|
$7.93M |
| 2 |
Sanofi
SNY
|
$7.09M |
| 3 |
TWX
Time Warner Inc
TWX
|
$5.38M |
| 4 |
Union Pacific
UNP
|
$5.37M |
| 5 |
FirstEnergy
FE
|
$4.9M |
Top Sells
| 1 |
CVS Health
CVS
|
$13.1M |
| 2 |
Lowe's Companies
LOW
|
$6.92M |
| 3 |
Elevance Health
ELV
|
$6.46M |
| 4 |
Wells Fargo
WFC
|
$6.37M |
| 5 |
DST
DST Systems Inc.
DST
|
$6.03M |
Sector Composition
| 1 | Financials | 20% |
| 2 | Healthcare | 17.35% |
| 3 | Technology | 15.08% |
| 4 | Industrials | 9.52% |
| 5 | Communication Services | 9.2% |
