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
126
$1.41M 0.19%
+41,441
127
$1.41M 0.19%
+20,682
128
$1.4M 0.19%
+102,580
129
$1.36M 0.19%
+26,460
130
$1.33M 0.18%
+45,382
131
$1.28M 0.17%
+59,183
132
$1.24M 0.17%
+42,254
133
$1.23M 0.17%
+11,369
134
$1.23M 0.17%
+37,497
135
$1.23M 0.17%
+50,673
136
$1.19M 0.16%
+15,324
137
$1.16M 0.16%
+197,078
138
$1.15M 0.16%
+58,972
139
$1.15M 0.16%
+18,228
140
$1.11M 0.15%
+22,372
141
$1.09M 0.15%
+17,830
142
$1.06M 0.14%
+66,067
143
$1.03M 0.14%
+23,103
144
$1.01M 0.14%
+73,020
145
$1.01M 0.14%
+45,125
146
$1.01M 0.14%
+3,101
147
$1M 0.14%
+10,124
148
$952K 0.13%
+20,828
149
$951K 0.13%
+207,317
150
$942K 0.13%
+46,315
4 5
6
7 8