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
426
$379K 0.02%
+13,458
427
$379K 0.02%
6,828
+1,062
428
$377K 0.02%
46,320
-23,480
429
$375K 0.02%
8,487
-2,981
430
$374K 0.02%
7,466
-2,604
431
$374K 0.02%
2,975
-58
432
$373K 0.02%
4,059
-832
433
$372K 0.02%
+10,757
434
$372K 0.02%
+7,191
435
$371K 0.02%
7,223
-718
436
$371K 0.02%
32,824
-2,472
437
$370K 0.02%
4,403
-1,044
438
$370K 0.02%
+17,023
439
$368K 0.02%
5,836
+255
440
$367K 0.02%
13,097
-5,044
441
$366K 0.02%
5,686
+44
442
$365K 0.02%
9,775
-1,890
443
$361K 0.02%
4,861
-832
444
$361K 0.02%
23,601
-5,154
445
$358K 0.02%
+3,803
446
$355K 0.02%
+9,604
447
$355K 0.02%
4,508
+343
448
$355K 0.02%
+3,537
449
$353K 0.02%
4,777
-300
450
$351K 0.02%
4,025
-777
16 17
18
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