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
76
$5.88M 0.44%
55,227
+40,579
77
$5.81M 0.43%
56,372
-113,575
78
$5.8M 0.43%
231,835
-24,054
79
$5.66M 0.42%
+71,602
80
$5.54M 0.41%
+81,072
81
$5.4M 0.4%
336,527
-921,767
82
$5.34M 0.4%
88,858
-223,729
83
$5.21M 0.39%
101,945
-245,247
84
$5.17M 0.38%
58,031
+42,403
85
$5.11M 0.38%
339,791
-955,285
86
$4.96M 0.37%
50,473
-35,983
87
$4.95M 0.37%
71,811
-178,006
88
$4.9M 0.36%
209,914
+103,170
89
$4.87M 0.36%
95,205
+48,073
90
$4.84M 0.36%
36,671
-85,118
91
$4.67M 0.35%
114,462
+55,557
92
$4.6M 0.34%
61,532
+45,386
93
$4.57M 0.34%
+228,334
94
$4.52M 0.34%
49,317
+36,165
95
$4.49M 0.33%
278,580
+207,980
96
$4.42M 0.33%
162,882
+17,852
97
$4.39M 0.33%
104,920
+63,436
98
$4.31M 0.32%
+121,480
99
$4.23M 0.31%
72,373
+8,001
100
$3.96M 0.29%
42,103
-159,815
2 3
4
5 6