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
501
$216K 0.02%
+7,448
502
$215K 0.02%
+6,683
503
$215K 0.02%
+8,851
504
$214K 0.02%
+6,426
505
$213K 0.02%
+2,938
506
$213K 0.02%
4,567
-4,262
507
$211K 0.02%
+5,069
508
$210K 0.02%
+5,072
509
$210K 0.02%
+3,820
510
$209K 0.02%
+15,495
511
$208K 0.02%
+1,644
512
$207K 0.02%
+2,732
513
$207K 0.02%
+9,335
514
$207K 0.02%
+1,849
515
$206K 0.02%
+6,314
516
$206K 0.02%
+10,036
517
$205K 0.02%
+2,923
518
$205K 0.02%
8,000
519
$203K 0.02%
+5,710
520
$202K 0.02%
+2,917
521
$202K 0.02%
+2,517
522
$201K 0.01%
3,628
-40,251
523
$201K 0.01%
+3,670
524
$201K 0.01%
+4,278
525
$201K 0.01%
+15,950
19 20
21
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