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
626
$85K ﹤0.01%
+844
627
$81K ﹤0.01%
+11,977
628
$69K ﹤0.01%
+12,060
629
$38K ﹤0.01%
+3,625
630
$26K ﹤0.01%
24,877
+12,046
631
– –
-6,494
632
– –
-23,366
633
– –
-2,371
634
– –
-6,322
635
– –
-4,149
636
– –
-116,500
637
– –
-5,857
638
– –
-13,497
639
– –
-5,126
640
– –
-12,477
641
– –
-19,613
642
– –
-5,465
643
– –
-14,764
644
– –
-5,926
645
– –
-7,564
646
– –
-2,001
647
– –
-24,270
648
– –
-12,031
649
– –
-1,662
650
– –
-17,345
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