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
176
$852K 0.06%
15,094
-296
177
$847K 0.06%
11,640
+283
178
$829K 0.06%
56,988
+1,748
179
$827K 0.06%
8,721
-171
180
$795K 0.05%
34,432
+842
181
$784K 0.05%
13,172
+322
182
$774K 0.05%
6,078
+147
183
$774K 0.05%
10,921
+266
184
$751K 0.05%
223,800
+7,350
185
$740K 0.05%
11,973
+292
186
$729K 0.05%
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187
$719K 0.05%
9,786
-163
188
$710K 0.05%
12,491
+1,800
189
$702K 0.05%
2,226
-84
190
$702K 0.05%
53,680
+1,305
191
$687K 0.05%
+34,683
192
$659K 0.04%
35,213
+988
193
$658K 0.04%
14,700
+1,900
194
$656K 0.04%
11,315
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195
$650K 0.04%
12,809
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196
$647K 0.04%
37,527
-590
197
$621K 0.04%
8,381
198
$614K 0.04%
11,686
-227,477
199
$614K 0.04%
40,171
200
$613K 0.04%
18,296
+447
6 7
8
9 10