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
1
$15.2M 2.07%
+287,727
2
$15M 2.05%
+364,544
3
$14.5M 1.97%
+541,362
4
$11.9M 1.62%
+172,587
5
$11.8M 1.61%
+206,569
6
$10.1M 1.38%
+161,156
7
$10M 1.36%
+180,670
8
$9.85M 1.34%
+65,129
9
$9.18M 1.25%
+265,809
10
$9.13M 1.24%
+125,178
11
$8.79M 1.2%
+102,812
12
$8.59M 1.17%
+391,743
13
$8.54M 1.16%
+141,110
14
$8.28M 1.13%
+129,700
15
$8.18M 1.11%
+106,226
16
$8.15M 1.11%
+633,402
17
$8.07M 1.1%
+182,900
18
$8.02M 1.09%
+88,800
19
$8.01M 1.09%
+203,757
20
$7.95M 1.08%
+117,842
21
$7.94M 1.08%
+65,805
22
$7.87M 1.07%
+227,600
23
$7.78M 1.06%
+175,504
24
$7.66M 1.04%
+147,600
25
$7.63M 1.04%
+117,622
1
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