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
101
$2.92M 0.4%
+87,821
102
$2.9M 0.39%
+198,907
103
$2.74M 0.37%
+33,691
104
$2.71M 0.37%
+44,814
105
$2.67M 0.36%
+125,643
106
$2.57M 0.35%
+80,898
107
$2.49M 0.34%
+145,439
108
$2.46M 0.33%
+54,896
109
$2.43M 0.33%
+43,405
110
$2.33M 0.32%
+57,707
111
$2.31M 0.31%
+311,119
112
$2.29M 0.31%
+74,197
113
$2.18M 0.3%
+73,070
114
$2.09M 0.28%
+87,832
115
$1.96M 0.27%
+47,479
116
$1.92M 0.26%
+52,970
117
$1.89M 0.26%
+50,813
118
$1.88M 0.26%
+25,746
119
$1.76M 0.24%
+25,907
120
$1.71M 0.23%
+38,181
121
$1.61M 0.22%
+57,999
122
$1.58M 0.21%
+26,755
123
$1.54M 0.21%
+56,007
124
$1.47M 0.2%
+30,150
125
$1.44M 0.2%
+19,809
3 4
5
6 7