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
26
$24.9M 1.1%
564,061
-119,457
27
$24.1M 1.07%
227,630
+165,595
28
$22.9M 1.01%
329,632
+250,217
29
$22.5M 0.99%
454,264
+184,188
30
$22M 0.97%
692,235
-62,570
31
$21.9M 0.97%
279,567
+72,241
32
$18.6M 0.82%
193,966
-17,790
33
$16.3M 0.72%
168,999
+120,961
34
$16.2M 0.71%
297,634
-21,976
35
$15.3M 0.68%
110,789
+50,183
36
$14.9M 0.66%
153,801
+93,609
37
$14.3M 0.63%
355,642
+57,550
38
$14M 0.62%
465,838
-87,368
39
$14M 0.62%
333,202
40
$14M 0.62%
89,939
+4,082
41
$13.9M 0.61%
358,631
-40,259
42
$13.7M 0.6%
342,878
-2,615
43
$13.5M 0.6%
237,672
+188,647
44
$13.1M 0.58%
209,906
-7,443
45
$12.8M 0.57%
88,795
+2,742
46
$12.7M 0.56%
358,552
+227,918
47
$12.5M 0.55%
279,430
+9,381
48
$12.2M 0.54%
130,504
-19,286
49
$12.1M 0.53%
331,268
-25,183
50
$12M 0.53%
194,774
+55,861
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