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
426
$297K 0.02%
+3,804
427
$292K 0.02%
+30,060
428
$291K 0.02%
+9,550
429
$290K 0.02%
+7,152
430
$290K 0.02%
27,765
-25,915
431
$290K 0.02%
+8,447
432
$289K 0.02%
+7,965
433
$286K 0.02%
+2,980
434
$286K 0.02%
+23,646
435
$284K 0.02%
11,300
436
$282K 0.02%
14,640
-20,573
437
$280K 0.02%
+6,563
438
$280K 0.02%
+4,762
439
$279K 0.02%
+2,362
440
$279K 0.02%
+5,642
441
$276K 0.02%
+7,080
442
$276K 0.02%
+5,634
443
$276K 0.02%
15,946
-14,837
444
$273K 0.02%
+15,438
445
$272K 0.02%
+2,460
446
$271K 0.02%
+14,874
447
$271K 0.02%
+1,059
448
$271K 0.02%
+7,306
449
$271K 0.02%
+7,779
450
$271K 0.02%
+2,472
16 17
18
19 20