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
101
$5.13M 0.23%
119,406
+12,668
102
$5.06M 0.22%
39,220
+5,419
103
$5.04M 0.22%
118,107
-41,900
104
$5.03M 0.22%
115,948
-2,197
105
$4.93M 0.22%
90,703
+9,119
106
$4.89M 0.22%
160,698
-56,224
107
$4.86M 0.21%
80,036
+47,919
108
$4.84M 0.21%
111,862
+11,636
109
$4.8M 0.21%
845,535
+557,315
110
$4.77M 0.21%
70,975
-166
111
$4.73M 0.21%
1,089,905
+611,945
112
$4.62M 0.2%
+114,620
113
$4.56M 0.2%
+32,800
114
$4.53M 0.2%
295,353
+259,333
115
$4.32M 0.19%
168,138
+17,491
116
$4.23M 0.19%
451,078
+268,379
117
$4.14M 0.18%
59,931
+6,234
118
$4.1M 0.18%
161,765
-129,958
119
$4.08M 0.18%
238,622
+24,820
120
$4.04M 0.18%
46,137
+20,490
121
$3.97M 0.18%
+34,276
122
$3.73M 0.17%
44,229
-29,213
123
$3.68M 0.16%
148,812
+31,484
124
$3.66M 0.16%
63,340
+6,588
125
$3.53M 0.16%
42,294
-1,509
3 4
5
6 7