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
101
$4.16M 0.28%
197,135
+6,332
102
$4.1M 0.28%
432,761
+17,123
103
$4M 0.27%
124,448
+3,617
104
$3.96M 0.27%
+64,372
105
$3.53M 0.24%
112,142
+3,616
106
$3.51M 0.24%
112,361
+3,527
107
$3.5M 0.23%
56,206
+1,813
108
$3.46M 0.23%
60,033
+11,417
109
$3.16M 0.21%
47,322
+3,406
110
$3.16M 0.21%
90,391
+2,872
111
$2.91M 0.2%
70,722
+2,281
112
$2.83M 0.19%
72,544
+2,340
113
$2.71M 0.18%
58,905
+1,900
114
$2.65M 0.18%
43,879
+1,384
115
$2.62M 0.18%
73,987
+2,386
116
$2.59M 0.17%
69,492
+2,241
117
$2.58M 0.17%
212,269
+6,844
118
$2.52M 0.17%
37,441
+1,229
119
$2.43M 0.16%
106,744
+3,442
120
$2.37M 0.16%
51,565
+1,663
121
$2.29M 0.15%
131,417
+4,237
122
$2.29M 0.15%
47,132
+791
123
$2.12M 0.14%
36,503
+1,177
124
$2.12M 0.14%
23,835
+19,399
125
$2.08M 0.14%
295,703
+8,851
3 4
5
6 7