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
351
$398K 0.03%
+4,130
352
$395K 0.03%
+2,779
353
$394K 0.03%
+14,684
354
$391K 0.03%
+3,518
355
$390K 0.03%
+6,523
356
$389K 0.03%
+4,956
357
$389K 0.03%
+6,923
358
$388K 0.03%
+8,749
359
$386K 0.03%
27,965
-26,100
360
$385K 0.03%
6,814
-6,358
361
$385K 0.03%
+5,638
362
$380K 0.03%
+12,389
363
$374K 0.03%
+8,049
364
$374K 0.03%
+4,088
365
$374K 0.03%
+4,154
366
$370K 0.03%
+3,735
367
$366K 0.03%
+3,024
368
$365K 0.03%
+2,338
369
$362K 0.03%
+7,933
370
$361K 0.03%
3,124
-2,954
371
$358K 0.03%
+10,654
372
$358K 0.03%
+5,393
373
$357K 0.03%
+5,228
374
$355K 0.03%
+2,211
375
$350K 0.03%
+758,000
13 14
15
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