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
376
$473K 0.02%
9,086
+4,400
377
$471K 0.02%
588
-11
378
$468K 0.02%
12,571
+1,455
379
$466K 0.02%
11,490
+8
380
$466K 0.02%
7,449
-1,214
381
$466K 0.02%
2,929
+410
382
$461K 0.02%
31,816
-22,416
383
$460K 0.02%
+100,959
384
$454K 0.02%
9,531
+1,748
385
$454K 0.02%
+5,937
386
$454K 0.02%
+25,711
387
$451K 0.02%
3,513
-67
388
$447K 0.02%
6,476
-1,734
389
$443K 0.02%
2,840
-428
390
$442K 0.02%
12,598
+540
391
$436K 0.02%
+4,630
392
$435K 0.02%
2,731
-606
393
$434K 0.02%
7,703
-1,811
394
$433K 0.02%
5,808
-251
395
$431K 0.02%
6,901
+615
396
$429K 0.02%
7,899
+1,369
397
$428K 0.02%
7,688
-1,767
398
$425K 0.02%
4,848
+429
399
$425K 0.02%
+9,452
400
$421K 0.02%
5,539
-2,409
14 15
16
17 18