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
351
$539K 0.02%
7,405
+1,024
352
$536K 0.02%
3,095
-390
353
$530K 0.02%
22,777
-7,761
354
$529K 0.02%
8,554
-4,133
355
$526K 0.02%
10,247
+986
356
$523K 0.02%
+2,329
357
$522K 0.02%
14,100
+2,062
358
$521K 0.02%
13,502
-1,724
359
$520K 0.02%
4,991
-270
360
$516K 0.02%
4,760
+381
361
$514K 0.02%
+21,214
362
$508K 0.02%
10,162
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363
$508K 0.02%
7,671
-1,441
364
$504K 0.02%
9,846
-4,268
365
$501K 0.02%
+11,512
366
$500K 0.02%
15,009
-2,761
367
$497K 0.02%
5,554
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368
$494K 0.02%
3,479
+1,686
369
$493K 0.02%
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370
$491K 0.02%
2,572
-87
371
$487K 0.02%
19,638
+9,508
372
$483K 0.02%
+19,717
373
$481K 0.02%
10,354
+339
374
$478K 0.02%
+6,644
375
$477K 0.02%
5,235
+3
13 14
15
16 17