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 12.92%
4 Industrials 10.83%
5 Communication Services 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$350K 0.03%
6,194
-5,779
377
$349K 0.03%
+2,675
378
$348K 0.03%
+14,720
379
$344K 0.03%
+9,808
380
$343K 0.03%
+13,656
381
$342K 0.03%
9,803
+6,944
382
$341K 0.03%
57,444
-53,600
383
$339K 0.03%
+15
384
$335K 0.02%
+9,558
385
$335K 0.02%
+2,940
386
$335K 0.02%
+5,500
387
$335K 0.02%
+10,052
388
$333K 0.02%
+2,224
389
$331K 0.02%
+6,639
390
$331K 0.02%
+14,957
391
$328K 0.02%
9,465
-8,831
392
$328K 0.02%
+3,915
393
$328K 0.02%
+11,745
394
$327K 0.02%
+13,100
395
$326K 0.02%
10,191
-9,510
396
$326K 0.02%
+12,631
397
$325K 0.02%
+511
398
$324K 0.02%
+5,335
399
$323K 0.02%
+2,717
400
$323K 0.02%
+9,737
14 15
16
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