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
276
$291K 0.02%
2,610
277
$290K 0.02%
32,671
+802
278
$286K 0.02%
5,847
279
$286K 0.02%
3,428
+82
280
$285K 0.02%
11,300
+900
281
$282K 0.02%
4,193
282
$279K 0.02%
4,496
-167
283
$274K 0.02%
6,457
284
$272K 0.02%
8,738
-250,362
285
$272K 0.02%
12,382
-1,360
286
$262K 0.02%
11,613
287
$260K 0.02%
2,186
288
$257K 0.02%
2,856
289
$250K 0.02%
+3,969
290
$244K 0.02%
1,097
+26
291
$240K 0.02%
2,611
292
$239K 0.02%
2,840
293
$237K 0.02%
3,197
294
$224K 0.02%
3,270
295
$224K 0.02%
+2,146
296
$223K 0.02%
3,853
297
$220K 0.01%
6,413
298
$219K 0.01%
+1,263
299
$219K 0.01%
2,714
300
$217K 0.01%
2,354
-75
10 11
12
13 14