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
201
$611K 0.04%
35,748
+878
202
$610K 0.04%
10,500
+3,900
203
$606K 0.04%
3,381
+81
204
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5,146
-98
205
$596K 0.04%
5,953
+184
206
$595K 0.04%
495
207
$587K 0.04%
9,445
-112
208
$587K 0.04%
5,700
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209
$570K 0.04%
8,354
210
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48,623
+1,400
211
$566K 0.04%
111,044
+2,730
212
$554K 0.04%
2,353
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213
$553K 0.04%
14,258
-198
214
$548K 0.04%
14,166
-422
215
$537K 0.04%
34,888
+856
216
$537K 0.04%
19,214
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217
$536K 0.04%
10,175
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218
$519K 0.03%
7,489
-185
219
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30,783
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220
$511K 0.03%
19,382
-490
221
$510K 0.03%
420
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222
$502K 0.03%
430
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223
$499K 0.03%
10,437
224
$497K 0.03%
14,886
+364
225
$492K 0.03%
6,082
7 8
9
10 11