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
$1.49B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$9.17M
3
+$8.17M
4
MDT icon
Medtronic
MDT
+$8M
5
AFG icon
American Financial Group
AFG
+$7M

Top Sells

1
+$18.3M
2
+$17.2M
3
+$12.1M
4
GIS icon
General Mills
GIS
+$12M
5
AFL icon
Aflac
AFL
+$7.79M

Sector Composition

1 Financials 20.38%
2 Healthcare 18.47%
3 Technology 13.74%
4 Communication Services 10.58%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 1.22%
169,947
-21,964
27
$17.8M 1.19%
249,817
+73,516
28
$17.8M 1.19%
241,748
+15,447
29
$12.9M 0.87%
112,118
+14,893
30
$12.4M 0.83%
283,935
-12,219
31
$12.4M 0.83%
141,631
-62,117
32
$12M 0.81%
417,002
+37,224
33
$11.8M 0.79%
93,940
-11,977
34
$11.8M 0.79%
418,576
-25,469
35
$10.6M 0.71%
692,009
-43,782
36
$10.4M 0.7%
220,981
-18,129
37
$10.2M 0.69%
244,651
-15,266
38
$10.1M 0.68%
130,967
-4,100
39
$10.1M 0.68%
122,300
-11,600
40
$10.1M 0.68%
376,612
-114,187
41
$10M 0.67%
101,768
-33,818
42
$9.96M 0.67%
307,980
-21,300
43
$9.92M 0.67%
200,389
+22,215
44
$9.73M 0.65%
183,064
+12,150
45
$9.58M 0.64%
239,900
-88,400
46
$9.52M 0.64%
56,830
+8,800
47
$9.43M 0.63%
351,400
-17,600
48
$9.12M 0.61%
231,381
-34,300
49
$9.01M 0.61%
114,672
+88,074
50
$8.9M 0.6%
70,350
-7,950
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