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
26
$17.7M 0.71%
310,074
+117,271
27
$17.7M 0.71%
891,282
+159,236
28
$17.5M 0.7%
428,091
+46,205
29
$17.4M 0.7%
531,267
-153,621
30
$16.9M 0.68%
161,813
+72,932
31
$16.6M 0.67%
306,890
+299,628
32
$16.6M 0.67%
508,342
+15,546
33
$16.5M 0.66%
179,477
+157,716
34
$16.4M 0.66%
235,330
-155,550
35
$16.4M 0.66%
457,920
+100
36
$16.1M 0.65%
342,897
-308,607
37
$16.1M 0.65%
192,940
-73,917
38
$15.8M 0.63%
372,012
-66,865
39
$15.7M 0.63%
331,264
+46,283
40
$15.5M 0.62%
+582,737
41
$15.5M 0.62%
176,175
-2,980
42
$15.1M 0.61%
410,221
+343,196
43
$14.4M 0.58%
126,272
-8,377
44
$14.2M 0.57%
416,597
+254,711
45
$14.2M 0.57%
179,288
+12,299
46
$14.1M 0.57%
369,113
+119,905
47
$14M 0.56%
156,342
+143,692
48
$14M 0.56%
250,705
-182,898
49
$14M 0.56%
348,041
-138,084
50
$13.9M 0.56%
239,526
+7,612
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