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
151
$1.27M 0.09%
67,220
+2,207
152
$1.26M 0.08%
79,614
+2,186
153
$1.22M 0.08%
87,078
+2,140
154
$1.21M 0.08%
14,648
-360
155
$1.15M 0.08%
70,600
-1,160
156
$1.14M 0.08%
45,866
+1,479
157
$1.11M 0.07%
25,015
+612
158
$1.09M 0.07%
15,863
+507
159
$1.08M 0.07%
50,928
+1,553
160
$1.08M 0.07%
74,152
-57,388
161
$1.06M 0.07%
13,152
-414
162
$1.05M 0.07%
55,532
+1,601
163
$1.05M 0.07%
13,677
+334
164
$1.05M 0.07%
74,069
+2,388
165
$1.05M 0.07%
29,927
+734
166
$1.02M 0.07%
19,444
-216
167
$956K 0.06%
9,488
-5,824
168
$941K 0.06%
53,443
+1,313
169
$901K 0.06%
28,654
+941
170
$899K 0.06%
8,244
+200
171
$898K 0.06%
54,065
+1,325
172
$897K 0.06%
174,502
+4,292
173
$892K 0.06%
10,400
+2,600
174
$887K 0.06%
19,701
+483
175
$864K 0.06%
7,217
-152
5 6
7
8 9