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
76
$6.15M 0.41%
112,600
-8,100
77
$5.91M 0.4%
351,768
+104,468
78
$5.8M 0.39%
+134,358
79
$5.58M 0.37%
144,714
+4,666
80
$5.42M 0.36%
83,637
+2,688
81
$5.42M 0.36%
+119,091
82
$5.23M 0.35%
68,997
+2,192
83
$5.17M 0.35%
51,800
-5,400
84
$5.01M 0.34%
188,772
+6,060
85
$4.9M 0.33%
506,662
+16,337
86
$4.81M 0.32%
185,117
+5,969
87
$4.8M 0.32%
27,700
-18,339
88
$4.74M 0.32%
58,905
-41,150
89
$4.71M 0.32%
46,800
-17,100
90
$4.61M 0.31%
111,251
+3,587
91
$4.52M 0.3%
182,711
+5,891
92
$4.5M 0.3%
109,900
-18,200
93
$4.47M 0.3%
145,030
+7,194
94
$4.45M 0.3%
67,852
+2,188
95
$4.35M 0.29%
100,518
+3,241
96
$4.29M 0.29%
350,706
+11,308
97
$4.24M 0.28%
93,572
+2,920
98
$4.22M 0.28%
145,217
+4,682
99
$4.2M 0.28%
51,775
+1,536
100
$4.16M 0.28%
232,240
+23,905
2 3
4
5 6