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
101
$3.85M 0.29%
72,204
+52,760
102
$3.84M 0.28%
91,749
-1,823
103
$3.82M 0.28%
45,335
-6,440
104
$3.74M 0.28%
+30,257
105
$3.5M 0.26%
113,758
-90,082
106
$3.49M 0.26%
33,011
-40,199
107
$3.47M 0.26%
111,541
-820
108
$3.43M 0.25%
44,573
-172,711
109
$3.42M 0.25%
36,021
+26,533
110
$3.39M 0.25%
78,604
-32,647
111
$3.37M 0.25%
28,418
+21,201
112
$3.36M 0.25%
58,167
+43,073
113
$3.35M 0.25%
90,116
+20,624
114
$3.28M 0.24%
76,700
-119,200
115
$3.27M 0.24%
23,650
-46,700
116
$3.05M 0.23%
+50,974
117
$3.03M 0.22%
110,556
+36,168
118
$3.02M 0.22%
216,991
+85,574
119
$2.99M 0.22%
185,274
-166,494
120
$2.95M 0.22%
+27,060
121
$2.9M 0.22%
103,335
-21,113
122
$2.89M 0.21%
33,031
+24,310
123
$2.89M 0.21%
334,869
-97,892
124
$2.84M 0.21%
8,588
+6,362
125
$2.82M 0.21%
40,905
+3,464
3 4
5
6 7