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
276
$1.63M 0.07%
38,255
-10,727
277
$1.63M 0.07%
4,667
+182
278
$1.63M 0.07%
35,992
+1,046
279
$1.62M 0.07%
13,087
-37,499
280
$1.61M 0.06%
+34,443
281
$1.61M 0.06%
+151,411
282
$1.6M 0.06%
20,816
+370
283
$1.6M 0.06%
29,608
+19
284
$1.57M 0.06%
20,087
-202
285
$1.53M 0.06%
31,549
+15,442
286
$1.53M 0.06%
46,666
-1
287
$1.53M 0.06%
60,437
-4,832
288
$1.51M 0.06%
43,780
-120,160
289
$1.51M 0.06%
43,724
+2,288
290
$1.51M 0.06%
+45,034
291
$1.51M 0.06%
474,657
292
$1.49M 0.06%
82,680
+2,115
293
$1.49M 0.06%
12,784
+453
294
$1.49M 0.06%
28,367
+2,337
295
$1.46M 0.06%
12,319
+875
296
$1.45M 0.06%
261,739
+7,178
297
$1.44M 0.06%
32,297
+495
298
$1.43M 0.06%
+27,536
299
$1.43M 0.06%
39,987
+1,005
300
$1.41M 0.06%
99,390
+16,065
10 11
12
13 14