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
351
$985K 0.04%
36,461
-66,000
352
$973K 0.04%
11,996
-208
353
$972K 0.04%
14,616
-562
354
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4,249
-97
355
$965K 0.04%
9,528
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356
$963K 0.04%
17,008
+863
357
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66,732
+4,420
358
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24,567
+6,354
359
$947K 0.04%
22,830
-2,360
360
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15,200
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361
$942K 0.04%
18,583
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362
$933K 0.04%
81,784
-17,468
363
$931K 0.04%
11,732
-4
364
$921K 0.04%
27,611
-1,204
365
$921K 0.04%
104,052
-17,192
366
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19,060
367
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30,330
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368
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10,563
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369
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3,650
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370
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18,429
371
$878K 0.04%
22,421
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372
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12,615
+268
373
$873K 0.04%
18,878
+841
374
$873K 0.04%
30,110
+1,892
375
$872K 0.04%
13,476
13 14
15
16 17