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
201
$973K 0.07%
8,665
+6,423
202
$968K 0.07%
33,234
+24,496
203
$966K 0.07%
44,713
+33,100
204
$966K 0.07%
24,616
+18,159
205
$957K 0.07%
8,630
-4,867
206
$952K 0.07%
17,797
+12,526
207
$934K 0.07%
10,658
+7,802
208
$926K 0.07%
12,361
+9,091
209
$926K 0.07%
11,578
+8,550
210
$918K 0.07%
47,480
+35,098
211
$916K 0.07%
7,605
+5,419
212
$913K 0.07%
10,412
+7,698
213
$886K 0.07%
10,978
+8,138
214
$882K 0.07%
244,505
+20,705
215
$878K 0.07%
9,676
+7,065
216
$870K 0.06%
24,206
-110,152
217
$855K 0.06%
+20,899
218
$855K 0.06%
+52,875
219
$850K 0.06%
+25,169
220
$848K 0.06%
+6,873
221
$847K 0.06%
31,305
+2,651
222
$843K 0.06%
5,284
+4,021
223
$843K 0.06%
57,211
-22,403
224
$839K 0.06%
9,936
+7,353
225
$830K 0.06%
40,350
-5,516
7 8
9
10 11