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
301
$705K 0.03%
+24,442
302
$704K 0.03%
36,787
+17,812
303
$700K 0.03%
36,406
-18,243
304
$696K 0.03%
+5,087
305
$689K 0.03%
12,400
306
$689K 0.03%
18,376
-452
307
$686K 0.03%
36,433
-12,069
308
$683K 0.03%
10,269
-3,360
309
$682K 0.03%
5,461
-387
310
$677K 0.03%
17,167
+1,415
311
$671K 0.03%
35,900
+17,384
312
$665K 0.03%
5,342
+735
313
$658K 0.03%
11,115
-258
314
$656K 0.03%
+63,120
315
$653K 0.03%
31,674
+15,313
316
$651K 0.03%
+18,890
317
$649K 0.03%
8,897
+410
318
$649K 0.03%
15,670
+1,095
319
$644K 0.03%
8,153
-875
320
$638K 0.03%
15,412
-5,798
321
$635K 0.03%
+16,487
322
$634K 0.03%
22,179
+13,847
323
$626K 0.03%
11,426
+937
324
$616K 0.03%
5,922
-2,621
325
$614K 0.03%
+33,400
11 12
13
14 15