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
$1.49B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$9.17M
3
+$8.17M
4
MDT icon
Medtronic
MDT
+$8M
5
AFG icon
American Financial Group
AFG
+$7M

Top Sells

1
+$18.3M
2
+$17.2M
3
+$12.1M
4
GIS icon
General Mills
GIS
+$12M
5
AFL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$486K 0.03%
10,122
227
$481K 0.03%
4,175
228
$479K 0.03%
2,832
229
$470K 0.03%
51,453
+1,269
230
$467K 0.03%
19,085
+468
231
$465K 0.03%
+19,210
232
$451K 0.03%
19,532
+3,084
233
$451K 0.03%
6,801
234
$447K 0.03%
17,800
+1,900
235
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-69
236
$431K 0.03%
8,800
-2,400
237
$421K 0.03%
11,797
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238
$420K 0.03%
8,829
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239
$419K 0.03%
+10,129
240
$408K 0.03%
10,880
-201
241
$388K 0.03%
1,213
242
$381K 0.03%
7,036
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243
$380K 0.03%
28,098
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244
$378K 0.03%
9,627
245
$375K 0.03%
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246
$375K 0.03%
6,899
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247
$372K 0.03%
17,716
+572
248
$365K 0.02%
5,243
249
$363K 0.02%
13,678
250
$361K 0.02%
+6,811
8 9
10
11 12