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
201
$503K 0.07%
+8,782
202
$497K 0.07%
+21,026
203
$490K 0.07%
+14,972
204
$486K 0.07%
+2,903
205
$483K 0.07%
+42,895
206
$481K 0.07%
+4,352
207
$479K 0.07%
+6,657
208
$463K 0.06%
+20,706
209
$461K 0.06%
+14,494
210
$449K 0.06%
+8,832
211
$447K 0.06%
+11,693
212
$444K 0.06%
+26,378
213
$441K 0.06%
+46,614
214
$436K 0.06%
+25,972
215
$431K 0.06%
+521
216
$422K 0.06%
+8,003
217
$419K 0.06%
+24,296
218
$418K 0.06%
+6,624
219
$407K 0.06%
+5,363
220
$405K 0.06%
+15,582
221
$402K 0.05%
+8,383
222
$393K 0.05%
+7,209
223
$385K 0.05%
+11,032
224
$380K 0.05%
+8,591
225
$376K 0.05%
+4,036
7 8
9
10 11