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
51
$7.7M 0.57%
+372,432
52
$7.7M 0.57%
185,100
+75,200
53
$7.62M 0.57%
+75,276
54
$7.54M 0.56%
127,159
+118,778
55
$7.42M 0.55%
122,301
+7,310
56
$7.42M 0.55%
+435,582
57
$7.21M 0.53%
64,312
+47,797
58
$7.19M 0.53%
436,778
+204,538
59
$7.13M 0.53%
315,625
+264,697
60
$7.12M 0.53%
238,087
+92,870
61
$7.06M 0.52%
64,238
+51,353
62
$6.97M 0.52%
82,126
+76,173
63
$6.94M 0.51%
+71,054
64
$6.86M 0.51%
201,799
+111,408
65
$6.8M 0.5%
123,355
+14,598
66
$6.75M 0.5%
124,900
+12,300
67
$6.73M 0.5%
+100,152
68
$6.61M 0.49%
145,312
+139,748
69
$6.59M 0.49%
99,281
+30,284
70
$6.54M 0.48%
+261,626
71
$6.39M 0.47%
110,558
-289,453
72
$6.33M 0.47%
181,792
+134,166
73
$6.2M 0.46%
57,200
+5,400
74
$6.18M 0.46%
144,786
+108,733
75
$6M 0.45%
73,855
+14,950
1 2
3
4 5