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
301
$215K 0.01%
3,028
302
$214K 0.01%
5,117
303
$214K 0.01%
+2,583
304
$213K 0.01%
754
305
$212K 0.01%
+2,242
306
$212K 0.01%
2,507
307
$211K 0.01%
4,656
+113
308
$210K 0.01%
5,607
309
$208K 0.01%
5,505
310
$207K 0.01%
5,456
+131
311
$205K 0.01%
+3,915
312
$204K 0.01%
+8,000
313
$201K 0.01%
9,072
+221
314
$193K 0.01%
13,878
+340
315
$169K 0.01%
11,637
+391
316
$147K 0.01%
11,873
+293
317
$141K 0.01%
38,659
+1,269
318
$139K 0.01%
13,098
319
$133K 0.01%
4,052
-183
320
$120K 0.01%
11,332
+275
321
$99K 0.01%
2,859
322
$89K 0.01%
24,174
+593
323
$73K ﹤0.01%
11,716
+285
324
$45K ﹤0.01%
3,522
+86
325
$11K ﹤0.01%
108
+2
10 11 12
13
14