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
601
$205K 0.01%
+3,253
602
$204K 0.01%
3,291
+175
603
$203K 0.01%
+2,587
604
$203K 0.01%
+2,908
605
$203K 0.01%
+5,284
606
$203K 0.01%
+4,504
607
$202K 0.01%
3,530
-148
608
$202K 0.01%
+5,463
609
$194K 0.01%
12,821
+401
610
$175K 0.01%
+20,506
611
$173K 0.01%
+1,995
612
$173K 0.01%
15,363
+5,018
613
$168K 0.01%
10,249
-5,969
614
$168K 0.01%
14,400
-4,836
615
$167K 0.01%
12,675
-6,464
616
$165K 0.01%
13,894
-4,773
617
$162K 0.01%
14,239
-536
618
$155K 0.01%
20,426
-872
619
$130K 0.01%
13,735
+414
620
$129K 0.01%
13,097
-4,645
621
$128K 0.01%
+12,220
622
$127K 0.01%
12,840
-5,390
623
$111K ﹤0.01%
17,758
-1,178
624
$96K ﹤0.01%
+11,338
625
$90K ﹤0.01%
+10,266
23 24
25
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