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
151
$914K 0.12%
+62,582
152
$895K 0.12%
+42,349
153
$884K 0.12%
+97,244
154
$882K 0.12%
+16,352
155
$866K 0.12%
+21,729
156
$855K 0.12%
+24,500
157
$844K 0.11%
+81,064
158
$817K 0.11%
+12,895
159
$817K 0.11%
+30,872
160
$813K 0.11%
+15,867
161
$790K 0.11%
+186,415
162
$771K 0.1%
+8,545
163
$725K 0.1%
+9,703
164
$710K 0.1%
+8,319
165
$708K 0.1%
+24,822
166
$705K 0.1%
+170,806
167
$705K 0.1%
+7,706
168
$702K 0.1%
+743
169
$684K 0.09%
+25,925
170
$677K 0.09%
+5,891
171
$677K 0.09%
+8,694
172
$675K 0.09%
+5,894
173
$669K 0.09%
+43,296
174
$649K 0.09%
+169,042
175
$648K 0.09%
+12,812
5 6
7
8 9