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
576
$234K 0.01%
+9,107
577
$233K 0.01%
+3,499
578
$228K 0.01%
5,536
-1,794
579
$226K 0.01%
+3,912
580
$225K 0.01%
5,375
-1,690
581
$224K 0.01%
2,232
-81
582
$221K 0.01%
2,572
-1,204
583
$219K 0.01%
+4,816
584
$217K 0.01%
+15,270
585
$217K 0.01%
2,485
+185
586
$217K 0.01%
+1,140
587
$215K 0.01%
3,345
-749
588
$215K 0.01%
3,733
-1,674
589
$215K 0.01%
+2,962
590
$215K 0.01%
+4,089
591
$214K 0.01%
+1,983
592
$213K 0.01%
3,998
-359
593
$212K 0.01%
+15,208
594
$212K 0.01%
1,565
-235
595
$212K 0.01%
21,466
+456
596
$211K 0.01%
3,487
+113
597
$210K 0.01%
+9,946
598
$209K 0.01%
1,965
-308
599
$208K 0.01%
12,831
-132
600
$207K 0.01%
10,270
-3,610
22 23
24
25 26