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
301
$504K 0.04%
+11,725
302
$503K 0.04%
+7,782
303
$501K 0.04%
+7,636
304
$500K 0.04%
10,000
+1,200
305
$499K 0.04%
+19,720
306
$495K 0.04%
+422
307
$495K 0.04%
+11,162
308
$494K 0.04%
+7,439
309
$493K 0.04%
430
310
$493K 0.04%
+5,620
311
$490K 0.04%
+4,041
312
$488K 0.04%
+7,407
313
$478K 0.04%
+6,069
314
$474K 0.04%
+29,448
315
$468K 0.03%
+11,585
316
$468K 0.03%
27,646
-25,797
317
$464K 0.03%
+7,974
318
$463K 0.03%
+10,517
319
$461K 0.03%
+6,306
320
$459K 0.03%
+7,513
321
$458K 0.03%
+8,317
322
$458K 0.03%
+7,121
323
$454K 0.03%
+4,727
324
$453K 0.03%
+9,022
325
$452K 0.03%
89,709
-84,793
11 12
13
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