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
401
$419K 0.02%
17,889
+333
402
$407K 0.02%
10,054
-1,048
403
$405K 0.02%
+9,322
404
$404K 0.02%
10,471
+5,069
405
$402K 0.02%
+14,292
406
$402K 0.02%
6,897
-2,703
407
$401K 0.02%
+18,940
408
$400K 0.02%
3,658
+153
409
$398K 0.02%
3,098
+62
410
$395K 0.02%
+16,300
411
$394K 0.02%
+7,032
412
$394K 0.02%
+9,575
413
$391K 0.02%
+7,088
414
$388K 0.02%
8,425
+56
415
$387K 0.02%
5,536
-2,472
416
$387K 0.02%
+13,225
417
$386K 0.02%
+17,552
418
$385K 0.02%
+4,846
419
$385K 0.02%
3,523
-1,147
420
$383K 0.02%
6,675
-2,313
421
$382K 0.02%
3,075
+176
422
$382K 0.02%
4,982
-315
423
$381K 0.02%
+2,284
424
$381K 0.02%
7,800
+336
425
$380K 0.02%
+27,487
15 16
17
18 19