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
176
$643K 0.09%
+15,103
177
$642K 0.09%
+37,883
178
$639K 0.09%
+18,130
179
$637K 0.09%
+11,485
180
$629K 0.09%
+12,216
181
$617K 0.08%
+7,134
182
$616K 0.08%
+71,425
183
$609K 0.08%
+39,383
184
$606K 0.08%
+28,506
185
$606K 0.08%
+10,540
186
$606K 0.08%
+25,293
187
$597K 0.08%
+20,550
188
$586K 0.08%
+37,840
189
$577K 0.08%
+13,252
190
$573K 0.08%
+68,592
191
$567K 0.08%
+15,548
192
$563K 0.08%
+69,539
193
$534K 0.07%
+60,946
194
$533K 0.07%
+6,298
195
$532K 0.07%
+70,397
196
$518K 0.07%
+45,359
197
$508K 0.07%
+2,360
198
$507K 0.07%
+12,936
199
$506K 0.07%
+44,364
200
$504K 0.07%
+8,177
6 7
8
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