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
526
$460K 0.02%
7,592
+870
527
$458K 0.02%
29,546
+562
528
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4,485
-103
529
$454K 0.02%
8,549
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530
$453K 0.02%
2,555
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531
$452K 0.02%
20,097
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532
$447K 0.02%
27,008
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533
$447K 0.02%
8,049
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534
$442K 0.02%
14,779
-100,428
535
$442K 0.02%
17,020
+1,389
536
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4,177
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537
$441K 0.02%
4,299
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538
$435K 0.02%
5,034
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539
$432K 0.02%
5,831
-356
540
$430K 0.02%
9,028
541
$429K 0.02%
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542
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13,241
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544
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4,638
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545
$420K 0.02%
19,260
546
$417K 0.02%
7,701
+4
547
$415K 0.02%
5,838
+1,456
548
$414K 0.02%
8,417
+600
549
$414K 0.02%
17,000
+887
550
$411K 0.02%
138,157
-4,605
20 21
22
23 24