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
$735M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15M
3
+$14.5M
4
TGT icon
Target
TGT
+$11.9M
5
CVS icon
CVS Health
CVS
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.27%
2 Healthcare 12.75%
3 Technology 11.96%
4 Communication Services 9.08%
5 Energy 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.55M 1.03%
+151,421
27
$7.53M 1.02%
+122,136
28
$7.44M 1.01%
+215,544
29
$7.41M 1.01%
+118,629
30
$7.41M 1.01%
+66,668
31
$6.86M 0.93%
+61,300
32
$6.82M 0.93%
+37,318
33
$6.71M 0.91%
+164,187
34
$6.7M 0.91%
+81,876
35
$6.63M 0.9%
+316,800
36
$6.59M 0.9%
+248,152
37
$6.5M 0.88%
+267,339
38
$6.36M 0.86%
+74,041
39
$6.13M 0.83%
+134,589
40
$5.91M 0.8%
+147,247
41
$5.84M 0.79%
+104,893
42
$5.71M 0.78%
+119,100
43
$5.71M 0.78%
+262,120
44
$5.66M 0.77%
+126,700
45
$5.62M 0.76%
+181,659
46
$5.52M 0.75%
+67,500
47
$5.51M 0.75%
+498,817
48
$5.5M 0.75%
+383,400
49
$5.43M 0.74%
+133,069
50
$5.34M 0.73%
+377,328
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