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
251
$941K 0.04%
19,202
+2,012
252
$937K 0.04%
8,810
-566
253
$932K 0.04%
+14,198
254
$926K 0.04%
27,981
-2,364
255
$924K 0.04%
177,655
+84,349
256
$919K 0.04%
9,658
-565
257
$913K 0.04%
+13,546
258
$911K 0.04%
11,723
+73
259
$907K 0.04%
26,979
-379
260
$905K 0.04%
+13,414
261
$902K 0.04%
28,329
+16,203
262
$891K 0.04%
59,145
-8,055
263
$883K 0.04%
13,738
-4,114
264
$872K 0.04%
11,221
-2,482
265
$869K 0.04%
8,623
-3,928
266
$856K 0.04%
54,992
+26,626
267
$853K 0.04%
11,151
+1,354
268
$842K 0.04%
+24,749
269
$839K 0.04%
42,521
-15,077
270
$836K 0.04%
+47,240
271
$836K 0.04%
+36,543
272
$829K 0.04%
55,635
+26,935
273
$813K 0.04%
3,936
-853
274
$805K 0.04%
23,254
+2,418
275
$803K 0.04%
+42,202
9 10
11
12 13