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
326
$450K 0.03%
+40,064
327
$449K 0.03%
17,800
328
$446K 0.03%
+2,949
329
$446K 0.03%
5,649
-5,272
330
$445K 0.03%
+59,510
331
$442K 0.03%
+9,541
332
$430K 0.03%
+7,575
333
$429K 0.03%
+32,217
334
$428K 0.03%
4,265
-3,979
335
$424K 0.03%
17,810
-16,622
336
$423K 0.03%
+7,545
337
$423K 0.03%
6,017
-5,623
338
$422K 0.03%
+12,311
339
$421K 0.03%
30,556
+2,458
340
$420K 0.03%
+6,192
341
$420K 0.03%
+10,068
342
$418K 0.03%
+9,863
343
$418K 0.03%
+5,484
344
$417K 0.03%
+2,862
345
$414K 0.03%
+1,947
346
$409K 0.03%
+11,479
347
$408K 0.03%
+2,038
348
$406K 0.03%
+6,994
349
$406K 0.03%
+3,206
350
$406K 0.03%
+11,341
12 13
14
15 16