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
526
$278K 0.01%
+5,281
527
$278K 0.01%
5,069
+655
528
$276K 0.01%
9,983
-4,979
529
$275K 0.01%
3,713
-741
530
$275K 0.01%
+2,381
531
$273K 0.01%
+4,933
532
$273K 0.01%
33,619
+16,279
533
$271K 0.01%
5,021
-2,123
534
$268K 0.01%
+5,029
535
$266K 0.01%
+9,082
536
$266K 0.01%
4,322
-425
537
$265K 0.01%
3,537
-1,284
538
$265K 0.01%
8,346
-286
539
$264K 0.01%
+407
540
$264K 0.01%
+4,698
541
$263K 0.01%
+5,053
542
$259K 0.01%
7,455
-656
543
$259K 0.01%
+4,572
544
$259K 0.01%
3,717
-1,554
545
$257K 0.01%
1,880
+248
546
$256K 0.01%
15,729
+672
547
$255K 0.01%
+12,760
548
$251K 0.01%
+3,157
549
$251K 0.01%
5,113
-466
550
$251K 0.01%
2,314
-6
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