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
526
$201K 0.01%
+2,892
527
$183K 0.01%
+10,640
528
$172K 0.01%
+17,661
529
$171K 0.01%
+15,760
530
$165K 0.01%
+11,402
531
$145K 0.01%
+16,187
532
$133K 0.01%
+15,539
533
$130K 0.01%
16,900
-15,771
534
$124K 0.01%
+15,381
535
$122K 0.01%
+10,599
536
$108K 0.01%
+13,017
537
$97K 0.01%
+12,415
538
$88K 0.01%
42,236
+3,577
539
$84K 0.01%
+10,109
540
$78K 0.01%
+22,804
541
$38K ﹤0.01%
12,505
-11,669
542
– –
-3,220
543
– –
-303,390
544
– –
-94,670
545
– –
-3,197
546
– –
-13,956
547
– –
-15,010
548
– –
-13,890
549
– –
-13,518
550
– –
-34,683
20 21
22
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