CIM
Calvert Investment Management Portfolio holdings
AUM
$2.67B
This Quarter Return
+5.14%
1 Year Return
+16.23%
3 Year Return
+30.91%
5 Year Return
–
10 Year Return
–
AUM
$1.49B
AUM Growth
+$1.49B
(+5.3%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
22.04%
Holding
365
New
17
Increased
213
Reduced
82
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$41.2M |
| 2 |
Kellanova
K
|
$24.7M |
| 3 |
Wells Fargo
WFC
|
$9.17M |
| 4 |
United Parcel Service
UPS
|
$8.17M |
| 5 |
Medtronic
MDT
|
$8M |
Top Sells
| 1 |
CS
Credit Suisse Group
CS
|
$18.3M |
| 2 |
Target
TGT
|
$17.2M |
| 3 |
CA
CA, Inc.
CA
|
$12.1M |
| 4 |
General Mills
GIS
|
$12M |
| 5 |
Aflac
AFL
|
$7.79M |
Sector Composition
| 1 | Financials | 20.38% |
| 2 | Healthcare | 18.47% |
| 3 | Technology | 13.74% |
| 4 | Communication Services | 10.58% |
| 5 | Industrials | 10.49% |
