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
76
$7.71M 0.34%
89,874
-5,089
77
$7.66M 0.34%
67,088
-2,947
78
$7.65M 0.34%
263,345
+27,397
79
$7.43M 0.33%
189,295
+13,941
80
$7.23M 0.32%
99,642
-31,518
81
$6.98M 0.31%
1,032,945
+731,054
82
$6.87M 0.3%
255,886
-190,469
83
$6.84M 0.3%
220,829
+52,000
84
$6.69M 0.3%
184,279
+54,336
85
$6.62M 0.29%
85,269
-26,245
86
$6.62M 0.29%
304,960
-34,240
87
$6.55M 0.29%
55,945
-11,733
88
$6.46M 0.29%
108,539
-53,500
89
$5.96M 0.26%
220,118
+22,901
90
$5.88M 0.26%
112,930
+58,385
91
$5.71M 0.25%
116,253
+63,853
92
$5.64M 0.25%
81,379
+71,461
93
$5.62M 0.25%
75,749
+11,123
94
$5.53M 0.24%
43,068
-42,850
95
$5.47M 0.24%
66,978
-2,735
96
$5.42M 0.24%
170,280
+109,218
97
$5.4M 0.24%
48,579
-10,319
98
$5.39M 0.24%
51,222
+15,062
99
$5.27M 0.23%
78,436
-8,996
100
$5.25M 0.23%
353,007
+36,728
2 3
4
5 6