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
176
$1.72M 0.08%
65,077
-25,530
177
$1.71M 0.08%
38,319
+24,789
178
$1.69M 0.07%
20,645
+9,995
179
$1.67M 0.07%
41,379
+684
180
$1.65M 0.07%
56,290
+30,983
181
$1.65M 0.07%
49,804
-11,132
182
$1.64M 0.07%
43,223
-1,727
183
$1.64M 0.07%
17,200
184
$1.62M 0.07%
13,524
+630
185
$1.6M 0.07%
+44,030
186
$1.55M 0.07%
+13,478
187
$1.54M 0.07%
3,027
-260
188
$1.52M 0.07%
13,444
+1,523
189
$1.49M 0.07%
89,604
+43,384
190
$1.48M 0.07%
45,436
-149,476
191
$1.46M 0.06%
12,780
+10,847
192
$1.45M 0.06%
15,809
-129
193
$1.44M 0.06%
18,688
+317
194
$1.41M 0.06%
14,994
-4,501
195
$1.39M 0.06%
+34,744
196
$1.39M 0.06%
15,994
+6,284
197
$1.38M 0.06%
13,590
-966
198
$1.38M 0.06%
+35,478
199
$1.36M 0.06%
15,044
+1,632
200
$1.36M 0.06%
10,766
+1,448
6 7
8
9 10