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
1
$34.4M 2.55%
1,366,732
-728,492
2
$23.7M 1.75%
314,508
-177,052
3
$23.2M 1.72%
501,162
+256,511
4
$22M 1.63%
756,251
+339,249
5
$20.5M 1.52%
192,303
-161,713
6
$18.9M 1.4%
751,265
-390,871
7
$18.2M 1.35%
223,545
-200,842
8
$18M 1.33%
346,847
-322,482
9
$17.8M 1.32%
633,951
+215,375
10
$17.7M 1.31%
1,036,506
+344,497
11
$16.7M 1.24%
622,512
+271,112
12
$16.7M 1.24%
321,699
+100,718
13
$16.1M 1.2%
605,775
+229,163
14
$15.8M 1.17%
198,755
-74,396
15
$15.8M 1.17%
188,784
+74,112
16
$15.1M 1.12%
243,660
-164,662
17
$14.5M 1.07%
256,132
+95,972
18
$14.1M 1.05%
+185,676
19
$13.2M 0.98%
381,484
+73,504
20
$13.1M 0.97%
140,943
+65,139
21
$12.6M 0.93%
102,432
+8,492
22
$12M 0.89%
83,804
-93,178
23
$12M 0.89%
207,239
-249,888
24
$12M 0.89%
301,851
+17,916
25
$11.9M 0.88%
499,107
+97,204
1
2 3 4 5