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
476
$328K 0.01%
2,922
+473
477
$327K 0.01%
20,272
+9,815
478
$326K 0.01%
3,650
+260
479
$324K 0.01%
11,000
-810
480
$324K 0.01%
12,200
481
$324K 0.01%
11,061
-2,860
482
$322K 0.01%
5,533
+27
483
$322K 0.01%
8,471
-2,080
484
$321K 0.01%
1,877
-32
485
$321K 0.01%
+8,072
486
$320K 0.01%
+10,584
487
$317K 0.01%
13,360
-3,916
488
$317K 0.01%
7,176
-3,588
489
$316K 0.01%
7,104
-1,332
490
$316K 0.01%
6,692
-636
491
$313K 0.01%
6,727
-1,211
492
$312K 0.01%
6,589
-417
493
$312K 0.01%
9,582
-4,256
494
$310K 0.01%
+16,107
495
$310K 0.01%
+16,373
496
$310K 0.01%
2,119
-38
497
$308K 0.01%
8,904
-3,318
498
$307K 0.01%
3,991
-354
499
$307K 0.01%
8,287
+591
500
$307K 0.01%
+8,717
18 19
20
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