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
451
$350K 0.02%
+6,654
452
$350K 0.02%
11,685
-93,993
453
$348K 0.02%
1,935
-21
454
$348K 0.02%
+10,899
455
$348K 0.02%
6,235
-2,544
456
$346K 0.02%
2,339
-285
457
$346K 0.02%
3,006
-607
458
$345K 0.02%
+3,314
459
$345K 0.02%
+6,520
460
$345K 0.02%
+3,071
461
$344K 0.02%
+5,132
462
$344K 0.02%
13,375
-778
463
$343K 0.02%
2,769
+478
464
$341K 0.02%
2,848
-294
465
$341K 0.02%
+10,040
466
$341K 0.02%
+16,328
467
$340K 0.02%
8,080
-961
468
$339K 0.02%
6,142
-446
469
$337K 0.01%
12,958
-3,368
470
$337K 0.01%
986
-251
471
$334K 0.01%
5,541
-532
472
$332K 0.01%
4,042
-14
473
$332K 0.01%
9,298
-1,630
474
$332K 0.01%
5,812
-1,258
475
$330K 0.01%
+11,217
17 18
19
20 21