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
426
$703K 0.03%
54,970
427
$698K 0.03%
4,321
-6
428
$697K 0.03%
6,179
429
$697K 0.03%
82,930
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430
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15,831
431
$689K 0.03%
6,592
432
$688K 0.03%
10,250
+44
433
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13,362
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434
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11,717
+1,037
435
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28,290
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436
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437
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438
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12,378
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439
$670K 0.03%
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440
$669K 0.03%
6,194
-186
441
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442
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445
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10,114
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446
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4,247
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447
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14,624
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448
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13,252
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449
$628K 0.03%
10,571
+4,578
450
$623K 0.03%
23,524
+703
16 17
18
19 20