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
51
$11.9M 0.53%
209,635
+15,130
52
$11.8M 0.52%
657,557
+463,017
53
$11.4M 0.5%
183,491
+5,429
54
$11.2M 0.5%
659,105
+11,893
55
$11.2M 0.49%
172,976
+123,234
56
$10.8M 0.48%
1,704,947
+1,322,811
57
$10.7M 0.47%
160,955
+50,004
58
$10.7M 0.47%
214,340
+32,849
59
$10.7M 0.47%
121,205
+69,307
60
$9.94M 0.44%
+161,071
61
$9.85M 0.44%
257,984
+43,993
62
$9.64M 0.43%
229,768
-23,173
63
$9.15M 0.4%
135,525
-23,249
64
$9.14M 0.4%
84,692
+60,374
65
$8.96M 0.4%
168,177
+16,176
66
$8.96M 0.4%
377,364
+186,762
67
$8.9M 0.39%
209,964
+21,843
68
$8.78M 0.39%
200,157
+20,822
69
$8.73M 0.39%
419,134
-125,551
70
$8.63M 0.38%
48,499
+5,044
71
$8.19M 0.36%
339,003
+35,268
72
$8.14M 0.36%
147,405
+3,705
73
$8.06M 0.36%
247,333
+217,850
74
$7.89M 0.35%
379,209
+29,393
75
$7.85M 0.35%
209,758
+74,712
1 2
3
4 5