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
1
$89.3M 3.95%
2,846,824
+1,375,508
2
$50.9M 2.25%
522,616
+269,786
3
$48.7M 2.15%
866,465
+421,684
4
$45M 1.99%
511,366
+293,757
5
$44.5M 1.97%
684,593
+428,677
6
$44.5M 1.97%
1,062,566
+659,074
7
$42.9M 1.9%
681,494
+374,512
8
$40M 1.77%
1,457,798
+681,272
9
$38.2M 1.69%
411,348
+304,110
10
$37.9M 1.68%
168,614
+120,030
11
$37.3M 1.65%
502,946
+304,407
12
$36.6M 1.62%
214,965
+155,734
13
$36.6M 1.62%
273,340
+207,663
14
$36M 1.59%
371,179
+162,761
15
$34.4M 1.52%
224,361
+124,654
16
$34.1M 1.51%
390,279
+193,167
17
$33.9M 1.5%
1,667,149
+1,286,472
18
$33.5M 1.48%
694,674
+432,201
19
$31.9M 1.41%
303,686
+170,555
20
$28.4M 1.25%
388,537
+286,770
21
$28.3M 1.25%
215,952
+128,980
22
$28M 1.24%
219,563
+90,445
23
$27.8M 1.23%
156,188
+112,083
24
$26.7M 1.18%
393,493
-30,118
25
$26.3M 1.16%
457,380
+339,039
1
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