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
326
$609K 0.03%
58,820
-2,894
327
$607K 0.03%
13,032
+7,817
328
$606K 0.03%
10,219
-2,795
329
$603K 0.03%
9,400
-4,445
330
$602K 0.03%
+8,089
331
$599K 0.03%
18,629
+11,757
332
$592K 0.03%
5,688
-139
333
$590K 0.03%
48,800
-21,650
334
$588K 0.03%
500
335
$586K 0.03%
2,425
+1,173
336
$583K 0.03%
11,376
-627
337
$582K 0.03%
11,357
+6,941
338
$578K 0.03%
12,511
+453
339
$572K 0.03%
+5,888
340
$567K 0.03%
53,736
+5,540
341
$564K 0.02%
+14,851
342
$560K 0.02%
37,273
-1,133
343
$558K 0.02%
+6,825
344
$557K 0.02%
+12,640
345
$556K 0.02%
500
346
$553K 0.02%
3,232
-354
347
$551K 0.02%
5,963
+69
348
$548K 0.02%
2,352
-1,076
349
$546K 0.02%
+6,737
350
$544K 0.02%
11,609
-2,713
12 13
14
15 16