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
151
$2.52M 0.11%
12,077
-18,089
152
$2.48M 0.11%
80,291
+66,834
153
$2.45M 0.11%
44,030
+2,056
154
$2.44M 0.11%
2,122
-175
155
$2.43M 0.11%
161,880
-14,318
156
$2.43M 0.11%
28,542
+1,627
157
$2.34M 0.1%
28,100
158
$2.26M 0.1%
17,444
-330
159
$2.26M 0.1%
26,507
+23,225
160
$2.19M 0.1%
+67,236
161
$2.12M 0.09%
194,462
+20,233
162
$2.11M 0.09%
24,135
+17,535
163
$2.06M 0.09%
21,235
-7,170
164
$2.04M 0.09%
28,932
165
$2.01M 0.09%
5,814
+138
166
$1.99M 0.09%
+19,235
167
$1.96M 0.09%
+22,017
168
$1.95M 0.09%
33,704
+21,027
169
$1.92M 0.08%
34,569
+3,729
170
$1.83M 0.08%
11,280
-104
171
$1.81M 0.08%
55,502
+3,124
172
$1.8M 0.08%
34,264
+21,521
173
$1.76M 0.08%
15,321
+9,476
174
$1.76M 0.08%
21,807
175
$1.72M 0.08%
41,910
+4,196
5 6
7
8 9