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
76
$3.5M 0.48%
+67,131
77
$3.49M 0.47%
+71,357
78
$3.47M 0.47%
+238,259
79
$3.43M 0.47%
+34,771
80
$3.43M 0.47%
+327,684
81
$3.43M 0.47%
+114,232
82
$3.41M 0.46%
+54,291
83
$3.41M 0.46%
+252,094
84
$3.4M 0.46%
+247,253
85
$3.35M 0.46%
+117,081
86
$3.35M 0.46%
+89,367
87
$3.33M 0.45%
+71,127
88
$3.33M 0.45%
+154,728
89
$3.32M 0.45%
+102,543
90
$3.3M 0.45%
+134,900
91
$3.25M 0.44%
+138,100
92
$3.13M 0.43%
+43,100
93
$3.13M 0.43%
+141,744
94
$3.04M 0.41%
+90,242
95
$3.02M 0.41%
+83,795
96
$3M 0.41%
+104,887
97
$2.97M 0.4%
+200,162
98
$2.96M 0.4%
+158,397
99
$2.94M 0.4%
+58,500
100
$2.93M 0.4%
+379,691
2 3
4
5 6