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
1
$48.7M 3.27%
2,095,224
-169,472
2
$37M 2.49%
354,016
+35,715
3
$35.2M 2.36%
669,329
+174,556
4
$35.1M 2.35%
424,387
-35,351
5
$34.5M 2.32%
491,560
+73,220
6
$30M 2.02%
353,204
-51,666
7
$28.4M 1.91%
1,142,136
-233,780
8
$27.2M 1.83%
457,127
+117,483
9
$26.1M 1.75%
176,982
+33,491
10
$26M 1.75%
408,322
+125,449
11
$25.5M 1.71%
168,672
-1,915
12
$25.2M 1.69%
135,262
+34,220
13
$24.9M 1.67%
210,416
+28,086
14
$24.7M 1.66%
+400,011
15
$24.5M 1.65%
532,620
+114,592
16
$23.9M 1.61%
1,295,076
+370,151
17
$21.8M 1.47%
1,258,294
+370,408
18
$21.7M 1.46%
181,348
+29,239
19
$21.6M 1.45%
312,587
+94,722
20
$20.6M 1.38%
273,151
-31,732
21
$19M 1.28%
201,918
+60,064
22
$19M 1.27%
421,336
-133,374
23
$18.8M 1.27%
217,284
+62,753
24
$18.8M 1.26%
121,789
+36,686
25
$18.4M 1.23%
347,192
-51,187
1
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