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
376
$869K 0.03%
11,630
+2,783
377
$862K 0.03%
11,845
378
$858K 0.03%
35,022
+11,201
379
$850K 0.03%
20,689
-1,814
380
$840K 0.03%
3,388
+78
381
$837K 0.03%
27,068
+1,015
382
$834K 0.03%
54,379
383
$833K 0.03%
97,855
-4,323
384
$833K 0.03%
11,762
+1,004
385
$832K 0.03%
11,114
-1,392
386
$829K 0.03%
+9,148
387
$823K 0.03%
32,233
-65,910
388
$820K 0.03%
25,613
+1,533
389
$818K 0.03%
10,233
+159
390
$816K 0.03%
40,865
-1,378
391
$813K 0.03%
+59,078
392
$811K 0.03%
30,142
393
$809K 0.03%
7,227
+86
394
$796K 0.03%
10,300
+57
395
$796K 0.03%
24,122
396
$796K 0.03%
42,323
397
$792K 0.03%
17,154
+956
398
$791K 0.03%
13,819
+465
399
$789K 0.03%
+14,160
400
$788K 0.03%
8,750
+142
14 15
16
17 18