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
301
$1.39M 0.06%
14,430
+701
302
$1.39M 0.06%
12,437
+511
303
$1.39M 0.06%
9,097
+267
304
$1.39M 0.06%
35,649
+6,832
305
$1.37M 0.06%
45,380
306
$1.36M 0.05%
37,710
+10,152
307
$1.36M 0.05%
7,972
+364
308
$1.36M 0.05%
48,000
+1,469
309
$1.35M 0.05%
18,542
-46,171
310
$1.35M 0.05%
57,718
+1,373
311
$1.35M 0.05%
30,387
-1,354
312
$1.34M 0.05%
12,060
+386
313
$1.34M 0.05%
10,175
314
$1.34M 0.05%
9,661
+71
315
$1.33M 0.05%
24,433
-1,827
316
$1.33M 0.05%
10,696
-37,373
317
$1.33M 0.05%
27,984
+1,170
318
$1.32M 0.05%
14,518
+691
319
$1.31M 0.05%
13,861
-59
320
$1.3M 0.05%
39,171
+1,443
321
$1.29M 0.05%
10,266
+2,482
322
$1.29M 0.05%
49,367
+13,390
323
$1.29M 0.05%
22,288
+825
324
$1.27M 0.05%
12,750
325
$1.27M 0.05%
23,392
+442
11 12
13
14 15