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
$1.49B
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$9.17M
3
+$8.17M
4
MDT icon
Medtronic
MDT
+$8M
5
AFG icon
American Financial Group
AFG
+$7M

Top Sells

1
+$18.3M
2
+$17.2M
3
+$12.1M
4
GIS icon
General Mills
GIS
+$12M
5
AFL icon
Aflac
AFL
+$7.79M

Sector Composition

1 Financials 20.38%
2 Healthcare 18.47%
3 Technology 13.74%
4 Communication Services 10.58%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.89M 0.6%
195,900
-42,900
52
$8.88M 0.6%
86,456
+79,538
53
$8.84M 0.59%
160,160
-17,033
54
$8.83M 0.59%
152,384
-297,288
55
$8.47M 0.57%
401,903
+24,711
56
$8.31M 0.56%
239,400
+95,500
57
$8.29M 0.56%
173,619
-20,819
58
$8.24M 0.55%
92,518
-31,902
59
$7.88M 0.53%
99,300
-73,100
60
$7.73M 0.52%
303,390
+9,783
61
$7.6M 0.51%
73,210
-31,326
62
$7.35M 0.49%
253,515
+8,174
63
$7.08M 0.48%
66,757
+2,153
64
$7.07M 0.47%
218,975
-104,606
65
$7.06M 0.47%
113,619
-9,898
66
$6.97M 0.47%
306,143
+9,871
67
$6.87M 0.46%
255,889
+8,251
68
$6.77M 0.45%
75,804
-9,920
69
$6.75M 0.45%
114,991
+78,400
70
$6.7M 0.45%
234,013
+7,546
71
$6.69M 0.45%
203,840
-153,506
72
$6.65M 0.45%
94,670
+3,041
73
$6.37M 0.43%
108,757
+3,507
74
$6.37M 0.43%
172,733
+5,553
75
$6.2M 0.42%
68,725
-50,284
1 2
3
4 5