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
251
$2.11M 0.08%
166,364
252
$2.06M 0.08%
40,543
+551
253
$2.04M 0.08%
18,696
-1,675
254
$2.03M 0.08%
37,795
255
$2.02M 0.08%
55,299
-2,129
256
$1.99M 0.08%
103,923
-3,587
257
$1.98M 0.08%
24,398
-64,958
258
$1.98M 0.08%
23,226
+22
259
$1.96M 0.08%
+28,051
260
$1.93M 0.08%
+17,966
261
$1.92M 0.08%
154,012
-3,281
262
$1.92M 0.08%
+127,378
263
$1.91M 0.08%
81,717
+1,026
264
$1.89M 0.08%
23,250
+458
265
$1.86M 0.07%
34,907
-10,518
266
$1.84M 0.07%
328,800
-110,313
267
$1.83M 0.07%
+69,647
268
$1.83M 0.07%
32,721
-166,353
269
$1.82M 0.07%
62,497
-50,792
270
$1.76M 0.07%
46,844
+1,850
271
$1.75M 0.07%
302,164
-101,813
272
$1.74M 0.07%
+15,301
273
$1.71M 0.07%
+71,599
274
$1.66M 0.07%
30,887
-1,446
275
$1.63M 0.07%
9,080
+241
9 10
11
12 13