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
451
$623K 0.03%
24,806
+2,111
452
$622K 0.03%
9,750
+618
453
$615K 0.02%
19,388
+3,122
454
$611K 0.02%
26,464
+1,978
455
$611K 0.02%
12,453
+1,073
456
$609K 0.02%
17,064
+4,424
457
$603K 0.02%
+12,951
458
$601K 0.02%
12,804
+265
459
$596K 0.02%
3,809
+255
460
$593K 0.02%
5,131
+55
461
$588K 0.02%
23,152
+2,180
462
$587K 0.02%
19,176
+1,620
463
$586K 0.02%
1,606
+52
464
$584K 0.02%
7,973
-549
465
$584K 0.02%
9,688
+298
466
$583K 0.02%
8,832
+685
467
$582K 0.02%
9,984
+353
468
$580K 0.02%
54,269
469
$575K 0.02%
4,083
+18
470
$575K 0.02%
21,657
+7,498
471
$574K 0.02%
22,525
472
$574K 0.02%
20,167
+851
473
$574K 0.02%
21,841
474
$567K 0.02%
7,940
+1,455
475
$566K 0.02%
12,587
+78
17 18
19
20 21