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
$2.72B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.52M
3
+$7.3M
4
PNR icon
Pentair
PNR
+$6.84M
5
MLI icon
Mueller Industries
MLI
+$6.76M

Top Sells

1
+$7.8M
2
+$6.28M
3
+$5.77M
4
IPAR icon
Interparfums
IPAR
+$5.29M
5
UN
Unilever NV New York Registry Shares
UN
+$4.81M

Sector Composition

1 Financials 15.26%
2 Industrials 15.2%
3 Technology 15.1%
4 Healthcare 14.07%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IFF icon
326
International Flavors & Fragrances
IFF
$15.9B
$1.54M 0.06%
10,767
+501
PH icon
327
Parker-Hannifin
PH
$107B
$1.51M 0.06%
12,008
+795
FIS icon
328
Fidelity National Information Services
FIS
$33.5B
$1.48M 0.05%
19,219
+4,148
PGR icon
329
Progressive
PGR
$127B
$1.47M 0.05%
46,546
+1,512
AZN icon
330
AstraZeneca
AZN
$262B
$1.46M 0.05%
44,461
-919
MTB icon
331
M&T Bank
MTB
$28.6B
$1.46M 0.05%
12,550
+231
EA icon
332
Electronic Arts
EA
$50B
$1.46M 0.05%
17,045
+1,229
TSLA icon
333
Tesla
TSLA
$1.43T
$1.44M 0.05%
105,930
+6,540
INTU icon
334
Intuit
INTU
$181B
$1.44M 0.05%
13,087
+650
GLW icon
335
Corning
GLW
$73.3B
$1.43M 0.05%
60,625
+1,905
KDP icon
336
Keurig Dr Pepper
KDP
$35.3B
$1.41M 0.05%
15,429
+999
WTW icon
337
Willis Towers Watson
WTW
$31.2B
$1.38M 0.05%
10,377
-319
TM icon
338
Toyota
TM
$263B
$1.38M 0.05%
11,850
-900
ROK icon
339
Rockwell Automation
ROK
$42B
$1.36M 0.05%
11,101
+583
SJM icon
340
J.M. Smucker
SJM
$11.4B
$1.34M 0.05%
9,862
+765
VRTX icon
341
Vertex Pharmaceuticals
VRTX
$104B
$1.34M 0.05%
15,333
+811
EFX icon
342
Equifax
EFX
$25.4B
$1.31M 0.05%
9,731
+650
HIG icon
343
Hartford Financial Services
HIG
$36.1B
$1.31M 0.05%
30,570
+183
CLX icon
344
Clorox
CLX
$13.1B
$1.3M 0.05%
10,384
+723
TEL icon
345
TE Connectivity
TEL
$71.4B
$1.3M 0.05%
20,127
+1,132
SEE icon
346
Sealed Air
SEE
$5.39B
$1.28M 0.05%
27,860
+1,408
TROW icon
347
T. Rowe Price
TROW
$22.4B
$1.27M 0.05%
19,178
+636
MOS icon
348
The Mosaic Company
MOS
$8.12B
$1.27M 0.05%
52,083
+2,716
FITB icon
349
Fifth Third Bancorp
FITB
$28.3B
$1.25M 0.05%
61,299
+1,995
NLSN
350
DELISTED
Nielsen Holdings plc
NLSN
$1.25M 0.05%
23,289
-4,247
12 13
14
15 16