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
$2.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$18.9M
3
+$18.4M
4
SNPS icon
Synopsys
SNPS
+$16.2M
5
DRE
Duke Realty Corp.
DRE
+$15.5M

Top Sells

1
+$38.4M
2
+$14.5M
3
+$11.6M
4
TGT icon
Target
TGT
+$10.9M
5
MDT icon
Medtronic
MDT
+$10.8M

Sector Composition

1 Financials 16.01%
2 Healthcare 15.71%
3 Technology 15.06%
4 Industrials 11.44%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.47M 0.1%
126,393
227
$2.41M 0.1%
100,572
+4,322
228
$2.41M 0.1%
26,429
+640
229
$2.4M 0.1%
+24,645
230
$2.38M 0.1%
24,869
+1,014
231
$2.34M 0.09%
92,720
232
$2.34M 0.09%
67,971
233
$2.33M 0.09%
+50,047
234
$2.33M 0.09%
114,907
-67,025
235
$2.31M 0.09%
62,370
-40,486
236
$2.28M 0.09%
24,961
+1,384
237
$2.28M 0.09%
60,656
+9,333
238
$2.25M 0.09%
117,168
+14,582
239
$2.24M 0.09%
62,036
+1,642
240
$2.2M 0.09%
171,609
-155,892
241
$2.19M 0.09%
+61,649
242
$2.18M 0.09%
+102,747
243
$2.17M 0.09%
59,600
-78
244
$2.16M 0.09%
60,730
-171,275
245
$2.16M 0.09%
+44,106
246
$2.16M 0.09%
85,341
-1,779
247
$2.16M 0.09%
41,693
-28,637
248
$2.12M 0.09%
31,950
-3,000
249
$2.12M 0.09%
12,791
-33
250
$2.11M 0.08%
42,764
+10,420
8 9
10
11 12