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
126
$2.8M 0.21%
43,178
-198,570
127
$2.75M 0.2%
47,829
+507
128
$2.73M 0.2%
40,014
-73,605
129
$2.67M 0.2%
36,129
+26,343
130
$2.64M 0.2%
47,825
+22,633
131
$2.64M 0.2%
28,100
-18,700
132
$2.6M 0.19%
+130,946
133
$2.59M 0.19%
93,015
-92,102
134
$2.48M 0.18%
67,181
-33,337
135
$2.43M 0.18%
150,839
+110,668
136
$2.34M 0.17%
36,072
+26,627
137
$2.3M 0.17%
51,550
+37,292
138
$2.25M 0.17%
41,731
+5,228
139
$2.23M 0.17%
1,926
+1,431
140
$2.22M 0.16%
97,507
+8,257
141
$2.18M 0.16%
88,664
+7,507
142
$2.18M 0.16%
74,514
+55,132
143
$2.16M 0.16%
28,932
+10,966
144
$2.11M 0.16%
142,494
+104,967
145
$2.08M 0.15%
55,144
+40,978
146
$2.06M 0.15%
21,798
-119,833
147
$2.06M 0.15%
31,504
+23,150
148
$2.01M 0.15%
16,066
+11,891
149
$2M 0.15%
167,386
-44,883
150
$1.99M 0.15%
20,104
+14,958
4 5
6
7 8