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
501
$307K 0.01%
+2,600
502
$306K 0.01%
4,678
+352
503
$303K 0.01%
+8,579
504
$302K 0.01%
5,861
-420
505
$299K 0.01%
4,547
+200
506
$296K 0.01%
5,902
-478
507
$296K 0.01%
9,894
-953
508
$294K 0.01%
10,209
+940
509
$293K 0.01%
3,723
+332
510
$293K 0.01%
5,204
-827
511
$293K 0.01%
+5,396
512
$290K 0.01%
4,828
+732
513
$289K 0.01%
+5,423
514
$288K 0.01%
+5,614
515
$288K 0.01%
+8,699
516
$287K 0.01%
8,553
+1,167
517
$286K 0.01%
13,945
-4,148
518
$285K 0.01%
6,110
-59
519
$284K 0.01%
3,696
-417
520
$283K 0.01%
2,352
-820
521
$281K 0.01%
+3,432
522
$280K 0.01%
5,136
-1,607
523
$280K 0.01%
+4,478
524
$280K 0.01%
+8,900
525
$279K 0.01%
554,400
-359,000
19 20
21
22 23