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
501
$505K 0.02%
11,780
+164
502
$501K 0.02%
5,397
+199
503
$499K 0.02%
29,489
+795
504
$498K 0.02%
7,092
+111
505
$497K 0.02%
8,894
+368
506
$495K 0.02%
8,741
-917
507
$493K 0.02%
10,913
+674
508
$493K 0.02%
7,347
+645
509
$492K 0.02%
12,963
+1,055
510
$489K 0.02%
20,798
-902
511
$480K 0.02%
4,949
-245
512
$480K 0.02%
14,592
-266
513
$479K 0.02%
7,457
+244
514
$478K 0.02%
5,823
515
$477K 0.02%
8,698
+610
516
$473K 0.02%
+10,732
517
$473K 0.02%
13,544
+537
518
$472K 0.02%
6,394
+293
519
$470K 0.02%
6,097
-832
520
$469K 0.02%
15,186
-257,906
521
$466K 0.02%
10,784
+1,119
522
$466K 0.02%
3,728
-194
523
$463K 0.02%
29,292
+2,568
524
$460K 0.02%
8,928
+767
525
$460K 0.02%
9,553
-1,638
19 20
21
22 23