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
126
$2.07M 0.14%
125,722
+4,054
127
$2.04M 0.14%
54,974
+1,694
128
$2.04M 0.14%
89,250
+5,805
129
$1.95M 0.13%
81,157
+2,665
130
$1.94M 0.13%
74,388
+2,399
131
$1.93M 0.13%
16,515
+518
132
$1.91M 0.13%
321,247
+9,073
133
$1.8M 0.12%
41,484
-27,200
134
$1.77M 0.12%
40,436
+1,327
135
$1.75M 0.12%
426,073
+13,990
136
$1.74M 0.12%
5,050
+163
137
$1.72M 0.12%
141,865
+4,658
138
$1.63M 0.11%
48,614
+1,568
139
$1.57M 0.11%
24,713
-5,020
140
$1.56M 0.1%
25,192
-11,600
141
$1.55M 0.1%
13,497
+3,256
142
$1.53M 0.1%
36,053
-897
143
$1.52M 0.1%
27,484
+886
144
$1.5M 0.1%
20,062
+507
145
$1.47M 0.1%
47,626
-1,173
146
$1.43M 0.1%
93,638
+3,020
147
$1.41M 0.09%
12,885
+401
148
$1.34M 0.09%
15,628
-147
149
$1.33M 0.09%
17,966
-10,966
150
$1.28M 0.09%
16,146
-384
4 5
6
7 8