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
$735M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15M
3
+$14.5M
4
TGT icon
Target
TGT
+$11.9M
5
CVS icon
CVS Health
CVS
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.27%
2 Healthcare 12.75%
3 Technology 11.96%
4 Communication Services 9.08%
5 Energy 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.31M 0.72%
+133,199
52
$4.99M 0.68%
+50,578
53
$4.76M 0.65%
+128,159
54
$4.66M 0.63%
+90,471
55
$4.56M 0.62%
+233,317
56
$4.55M 0.62%
+181,717
57
$4.39M 0.6%
+195,394
58
$4.3M 0.58%
+152,934
59
$4.28M 0.58%
+74,767
60
$4.25M 0.58%
+100,512
61
$4.18M 0.57%
+1,056
62
$4.16M 0.57%
+49,953
63
$4.13M 0.56%
+128,122
64
$4.1M 0.56%
+302,886
65
$3.94M 0.54%
+171,072
66
$3.83M 0.52%
+78,886
67
$3.77M 0.51%
+72,438
68
$3.73M 0.51%
+248,566
69
$3.66M 0.5%
+32,527
70
$3.63M 0.49%
+40,541
71
$3.63M 0.49%
+104,620
72
$3.61M 0.49%
+72,377
73
$3.59M 0.49%
+99,207
74
$3.57M 0.49%
+116,738
75
$3.52M 0.48%
+202,969
1 2
3
4 5