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
251
$359K 0.02%
13,890
+340
252
$354K 0.02%
9,905
+237
253
$353K 0.02%
13,518
+436
254
$344K 0.02%
5,743
255
$332K 0.02%
3,202
-76
256
$330K 0.02%
3,767
-150
257
$330K 0.02%
10,008
258
$328K 0.02%
5,271
-153
259
$326K 0.02%
4,501
260
$321K 0.02%
3,548
-141
261
$317K 0.02%
6,065
-239
262
$316K 0.02%
8,998
-162
263
$315K 0.02%
15,912
+388
264
$313K 0.02%
5,564
+152
265
$313K 0.02%
5,276
+129
266
$310K 0.02%
13,956
+337
267
$310K 0.02%
15,010
+484
268
$308K 0.02%
1,484
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269
$307K 0.02%
5,291
270
$307K 0.02%
7,927
271
$307K 0.02%
13,206
+434
272
$306K 0.02%
1,333
273
$300K 0.02%
3,220
+77
274
$300K 0.02%
11,140
275
$298K 0.02%
1,908
9 10
11
12 13