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
126
$3.53M 0.16%
81,841
+8,513
127
$3.5M 0.15%
37,427
-6,368
128
$3.49M 0.15%
64,608
+2,376
129
$3.44M 0.15%
8,528
-2,118
130
$3.44M 0.15%
73,914
+62,514
131
$3.44M 0.15%
65,688
+56,972
132
$3.41M 0.15%
512,959
+138,703
133
$3.34M 0.15%
+28,970
134
$3.32M 0.15%
+270,834
135
$3.32M 0.15%
82,426
+20,590
136
$3.22M 0.14%
23,650
137
$3.21M 0.14%
+78,073
138
$3.21M 0.14%
208,800
+172,921
139
$3.16M 0.14%
55,400
+1,000
140
$3.12M 0.14%
50,000
+1,783
141
$3.07M 0.14%
79,176
+8,232
142
$3.05M 0.13%
56,838
-10,186
143
$2.85M 0.13%
+92,720
144
$2.84M 0.13%
43,448
+5,283
145
$2.84M 0.13%
36,486
-4,263
146
$2.78M 0.12%
70,453
+61,398
147
$2.71M 0.12%
143,552
+28,611
148
$2.64M 0.12%
+53,452
149
$2.62M 0.12%
66,146
+50,670
150
$2.62M 0.12%
25,329
-5,601
4 5
6
7 8