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
151
$1.94M 0.14%
44,177
+3,741
152
$1.93M 0.14%
27,344
+19,855
153
$1.93M 0.14%
10,831
+7,999
154
$1.92M 0.14%
21,808
-2,027
155
$1.92M 0.14%
36,228
+26,106
156
$1.9M 0.14%
77,337
-176,178
157
$1.88M 0.14%
23,170
+17,088
158
$1.88M 0.14%
52,664
-2,310
159
$1.87M 0.14%
39,191
+28,754
160
$1.8M 0.13%
40,657
-380,679
161
$1.78M 0.13%
14,648
+10,893
162
$1.77M 0.13%
154,988
+13,123
163
$1.77M 0.13%
39,516
-12,049
164
$1.74M 0.13%
51,673
+24,189
165
$1.73M 0.13%
+30,855
166
$1.66M 0.12%
465,494
+39,421
167
$1.62M 0.12%
52,658
+4,044
168
$1.61M 0.12%
41,554
+30,674
169
$1.6M 0.12%
25,600
+18,799
170
$1.55M 0.12%
263,087
-32,616
171
$1.54M 0.11%
30,575
+18,889
172
$1.52M 0.11%
4,628
+3,415
173
$1.5M 0.11%
50,832
+37,154
174
$1.47M 0.11%
20,089
+14,846
175
$1.43M 0.11%
36,594
+26,967
5 6
7
8 9