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
401
$779K 0.03%
15,127
+458
402
$778K 0.03%
30,697
403
$775K 0.03%
+20,109
404
$775K 0.03%
19,032
+1,542
405
$774K 0.03%
10,469
-8
406
$773K 0.03%
11,630
+2,198
407
$773K 0.03%
10,061
408
$772K 0.03%
4,633
-292
409
$766K 0.03%
10,948
-358
410
$765K 0.03%
20,893
+1,171
411
$761K 0.03%
202,598
412
$758K 0.03%
21,213
+4,501
413
$757K 0.03%
9,734
+476
414
$751K 0.03%
+10,597
415
$748K 0.03%
11,063
+1,201
416
$725K 0.03%
21,584
+1,438
417
$723K 0.03%
89,800
+3,150
418
$723K 0.03%
23,103
+1,804
419
$721K 0.03%
3,798
+35
420
$719K 0.03%
65,058
-1,832
421
$716K 0.03%
34,881
-2,670
422
$716K 0.03%
18,459
-294
423
$712K 0.03%
14,519
+907
424
$709K 0.03%
+48,608
425
$706K 0.03%
4,475
-49
15 16
17
18 19