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
476
$241K 0.02%
+4,351
477
$240K 0.02%
+3,264
478
$240K 0.02%
+1,993
479
$239K 0.02%
+18,219
480
$239K 0.02%
+5,690
481
$238K 0.02%
+6,697
482
$238K 0.02%
+2,815
483
$237K 0.02%
+5,205
484
$232K 0.02%
+6,391
485
$231K 0.02%
+4,452
486
$231K 0.02%
2,808
-21,905
487
$230K 0.02%
+14,094
488
$229K 0.02%
+5,348
489
$227K 0.02%
+5,719
490
$227K 0.02%
+5,794
491
$225K 0.02%
9,873
-9,212
492
$225K 0.02%
+4,388
493
$223K 0.02%
+1,732
494
$223K 0.02%
+1,757
495
$221K 0.02%
+4,470
496
$220K 0.02%
+12,430
497
$220K 0.02%
9,410
-9,800
498
$219K 0.02%
+5,799
499
$218K 0.02%
+3,692
500
$216K 0.02%
+4,952
18 19
20
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