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
$2.26B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$28.2M
3
+$27.9M
4
TM icon
Toyota
TM
+$27.8M
5
UN
Unilever NV New York Registry Shares
UN
+$27.6M

Top Sells

1
+$27M
2
+$9.36M
3
+$6.56M
4
K icon
Kellanova
K
+$6.4M
5
PRE
PARTNERRE LTD
PRE
+$5.51M

Sector Composition

1 Financials 20.95%
2 Healthcare 19.9%
3 Technology 14.81%
4 Industrials 12.71%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.05%
8,660
-2,537
227
$1.07M 0.05%
+11,628
228
$1.05M 0.05%
21,602
+13,868
229
$1.05M 0.05%
5,678
-748
230
$1.05M 0.05%
21,702
-4,815
231
$1.04M 0.05%
+5,458
232
$1.03M 0.05%
+36,299
233
$1.03M 0.05%
28,430
+1,793
234
$1.02M 0.05%
18,475
-2,390
235
$1.02M 0.05%
57,210
-7,785
236
$1.02M 0.05%
24,021
+750
237
$998K 0.04%
30,794
+14,911
238
$994K 0.04%
+22,047
239
$988K 0.04%
14,074
+6,815
240
$987K 0.04%
11,107
+4,607
241
$978K 0.04%
23,000
+1,500
242
$975K 0.04%
179,569
+87,521
243
$972K 0.04%
+20,974
244
$970K 0.04%
35,436
+17,162
245
$967K 0.04%
+72,963
246
$959K 0.04%
11,268
-1,559
247
$956K 0.04%
7,651
-376
248
$956K 0.04%
8,481
+4,105
249
$953K 0.04%
18,518
-6,010
250
$952K 0.04%
15,500
+200
8 9
10
11 12