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
176
$1.42M 0.11%
73,438
+6,218
177
$1.39M 0.1%
243,905
-77,342
178
$1.38M 0.1%
33,960
+24,962
179
$1.38M 0.1%
10,711
+7,890
180
$1.35M 0.1%
39,381
+29,373
181
$1.29M 0.1%
12,307
+9,105
182
$1.26M 0.09%
21,982
+9,491
183
$1.24M 0.09%
42,150
+31,010
184
$1.23M 0.09%
21,807
+16,064
185
$1.22M 0.09%
21,126
+15,835
186
$1.2M 0.09%
17,372
+12,871
187
$1.19M 0.09%
7,178
+5,270
188
$1.15M 0.08%
15,549
+11,356
189
$1.14M 0.08%
9,892
+7,282
190
$1.13M 0.08%
13,385
+9,618
191
$1.12M 0.08%
30,932
+23,005
192
$1.11M 0.08%
89,468
-4,170
193
$1.09M 0.08%
16,963
+12,467
194
$1.09M 0.08%
18,566
+2,703
195
$1.08M 0.08%
23,355
+17,290
196
$1.03M 0.08%
5,255
+3,922
197
$999K 0.07%
22,318
+16,471
198
$995K 0.07%
15,442
+11,473
199
$987K 0.07%
12,900
+2,500
200
$977K 0.07%
2,709
+1,955
6 7
8
9 10