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
326
$1.25M 0.05%
14,522
-438
327
$1.22M 0.05%
26,452
+7,131
328
$1.21M 0.05%
11,213
+515
329
$1.21M 0.05%
54,855
330
$1.21M 0.05%
8,851
+355
331
$1.21M 0.05%
10,518
+405
332
$1.2M 0.05%
58,720
-255
333
$1.2M 0.05%
1,023,360
-9,400
334
$1.2M 0.05%
15,816
+602
335
$1.18M 0.05%
94,234
+2,621
336
$1.17M 0.05%
+9,081
337
$1.13M 0.05%
+26,056
338
$1.11M 0.04%
15,071
-1,683
339
$1.1M 0.04%
73,592
+268
340
$1.1M 0.04%
18,254
+401
341
$1.08M 0.04%
+18,995
342
$1.07M 0.04%
18,329
+607
343
$1.05M 0.04%
17,663
+446
344
$1.04M 0.04%
+59,304
345
$1.04M 0.04%
13,883
346
$1.03M 0.04%
3,910
+96
347
$1.03M 0.04%
19,284
+716
348
$1.03M 0.04%
92,604
+3,036
349
$1.03M 0.04%
25,613
+206
350
$1.02M 0.04%
+19,742
12 13
14
15 16