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
276
$801K 0.04%
13,614
-108,761
277
$796K 0.04%
+16,982
278
$794K 0.04%
11,491
-2,151
279
$793K 0.04%
6,365
+396
280
$789K 0.03%
+14,893
281
$787K 0.03%
+8,721
282
$783K 0.03%
18,828
+9,117
283
$777K 0.03%
+18,155
284
$774K 0.03%
11,643
+5,638
285
$772K 0.03%
7,340
+488
286
$767K 0.03%
18,440
+6
287
$767K 0.03%
+8,947
288
$765K 0.03%
+21,119
289
$757K 0.03%
11,978
+5,804
290
$745K 0.03%
6,406
+53
291
$740K 0.03%
3,125
+502
292
$734K 0.03%
13,556
+6,564
293
$732K 0.03%
55,225
+26,740
294
$726K 0.03%
6,255
+3,050
295
$726K 0.03%
6,962
+134
296
$724K 0.03%
26,010
+2,069
297
$722K 0.03%
14,844
-3,382
298
$721K 0.03%
+26,745
299
$710K 0.03%
+14,013
300
$710K 0.03%
5,095
-284
10 11
12
13 14