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
26
$11.1M 0.83%
79,338
-131,078
27
$10.8M 0.8%
179,369
+119,336
28
$10.7M 0.79%
123,534
-229,670
29
$10.5M 0.78%
56,954
+124
30
$10.5M 0.77%
127,499
+123,951
31
$10.4M 0.77%
112,623
+10,855
32
$10.4M 0.77%
183,579
+515
33
$10.3M 0.77%
277,410
+46,029
34
$10.2M 0.76%
119,647
+27,129
35
$10.2M 0.76%
243,722
-288,898
36
$10.1M 0.75%
267,800
+27,900
37
$10.1M 0.75%
158,683
+27,716
38
$9.97M 0.74%
54,933
+27,233
39
$9.68M 0.72%
87,135
-24,983
40
$9.66M 0.72%
261,366
+42,391
41
$9.44M 0.7%
123,950
+1,650
42
$9.23M 0.68%
147,295
-5,089
43
$9.07M 0.67%
194,438
+20,819
44
$8.79M 0.65%
74,817
-106,531
45
$8.6M 0.64%
126,137
+26,837
46
$8.36M 0.62%
51,751
-116,921
47
$8.31M 0.62%
247,500
+8,100
48
$8.21M 0.61%
42,169
-93,093
49
$8.21M 0.61%
94,851
+26,126
50
$8.02M 0.59%
167,515
-32,874
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