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
451
$271K 0.02%
+3,512
452
$270K 0.02%
+5,882
453
$270K 0.02%
+1,667
454
$264K 0.02%
+5,831
455
$263K 0.02%
+2,238
456
$261K 0.02%
26,614
-24,839
457
$258K 0.02%
+2,133
458
$258K 0.02%
+5,411
459
$257K 0.02%
+2,582
460
$255K 0.02%
+3,375
461
$255K 0.02%
+3,640
462
$254K 0.02%
+5,398
463
$253K 0.02%
+5,141
464
$253K 0.02%
7,700
-7,186
465
$253K 0.02%
+6,183
466
$251K 0.02%
+4,791
467
$251K 0.02%
+601
468
$250K 0.02%
+12,174
469
$250K 0.02%
+3,377
470
$250K 0.02%
+5,249
471
$249K 0.02%
5,264
-4,911
472
$247K 0.02%
+2,092
473
$247K 0.02%
+5,041
474
$246K 0.02%
+15,843
475
$245K 0.02%
+2,500
17 18
19
20 21