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
576
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579
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588
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589
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-506,662
590
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-11,637
591
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-3,428
592
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