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
Kellanova
K
+$6.4M
5
PRE
PARTNERRE LTD
PRE
+$5.51M

Sector Composition

1 Financials 20.95%
2 Healthcare 19.9%
3 Technology 14.8%
4 Industrials 12.73%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.06%
26,433
-20,405
202
$1.36M 0.06%
+23,933
203
$1.33M 0.06%
49,137
+30,100
204
$1.3M 0.06%
+27,990
205
$1.3M 0.06%
18,717
-8,147
206
$1.3M 0.06%
10,802
+5,230
207
$1.3M 0.06%
+39,462
208
$1.26M 0.06%
13,572
-457
209
$1.26M 0.06%
20,670
-6,760
210
$1.26M 0.06%
15,699
-5,345
211
$1.24M 0.05%
+6,182
212
$1.23M 0.05%
18,208
+8,877
213
$1.22M 0.05%
5,764
-790
214
$1.21M 0.05%
25,741
+12,465
215
$1.21M 0.05%
30,761
-8,477
216
$1.2M 0.05%
12,030
-564
217
$1.2M 0.05%
+18,420
218
$1.19M 0.05%
25,088
-2,301
219
$1.19M 0.05%
22,851
-5,079
220
$1.18M 0.05%
14,607
-6,926
221
$1.18M 0.05%
14,128
-646
222
$1.17M 0.05%
6,487
-2,739
223
$1.16M 0.05%
20,050
+258
224
$1.15M 0.05%
+13,882
225
$1.14M 0.05%
36,482
-2,694
7 8
9
10 11