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
401
$322K 0.02%
+9,352
402
$321K 0.02%
+10,160
403
$319K 0.02%
+9,526
404
$318K 0.02%
+3,634
405
$317K 0.02%
+6,567
406
$317K 0.02%
+3,625
407
$316K 0.02%
1,219
-1,134
408
$314K 0.02%
14,428
+1,222
409
$314K 0.02%
+10,384
410
$313K 0.02%
+4,728
411
$313K 0.02%
+2,503
412
$313K 0.02%
+6,812
413
$312K 0.02%
+14,855
414
$311K 0.02%
+25,285
415
$310K 0.02%
18,493
-17,255
416
$306K 0.02%
+2,269
417
$306K 0.02%
+3,084
418
$305K 0.02%
5,853
-5,462
419
$305K 0.02%
18,046
-16,842
420
$304K 0.02%
+10,232
421
$303K 0.02%
1,621
+137
422
$303K 0.02%
+4,317
423
$302K 0.02%
1,748
-1,633
424
$300K 0.02%
+6,561
425
$299K 0.02%
+10,084
15 16
17
18 19