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
$2.72B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$7.86M
2 +$7.52M
3 +$7.3M
4
PNR icon
Pentair
PNR
+$6.84M
5
MLI icon
Mueller Industries
MLI
+$6.76M

Top Sells

1 +$7.8M
2 +$6.28M
3 +$5.77M
4
IPAR icon
Interparfums
IPAR
+$5.29M
5
UN
Unilever NV New York Registry Shares
UN
+$4.81M

Sector Composition

1 Financials 15.26%
2 Industrials 15.2%
3 Technology 15.1%
4 Healthcare 14.07%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NCLH icon
526
Norwegian Cruise Line
NCLH
$8.68B
$506K 0.02%
13,430
+584
TRIP icon
527
TripAdvisor
TRIP
$1.79B
$506K 0.02%
8,014
+557
OC icon
528
Owens Corning
OC
$8.56B
$504K 0.02%
9,432
+504
MIC
529
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
$498K 0.02%
5,984
+153
KAR icon
530
Openlane
KAR
$2.67B
$495K 0.02%
30,317
+1,025
ZION icon
531
Zions Bancorporation
ZION
$7.71B
$494K 0.02%
15,922
+119
BBBY
532
DELISTED
Bed Bath & Beyond Inc
BBBY
$492K 0.02%
11,408
+624
PF
533
DELISTED
Pinnacle Foods, Inc.
PF
$492K 0.02%
9,801
+992
JBLU icon
534
JetBlue
JBLU
$1.61B
$491K 0.02%
28,457
+1,449
QGENF
535
DELISTED
QIAGEN NV
QGENF
$491K 0.02%
17,905
-1,355
CDK
536
DELISTED
CDK Global, Inc.
CDK
$490K 0.02%
8,538
+489
WBC
537
DELISTED
WABCO HOLDINGS INC.
WBC
$489K 0.02%
4,309
+51
LII icon
538
Lennox International
LII
$17.3B
$488K 0.02%
3,105
+129
DPZ icon
539
Domino's
DPZ
$13.9B
$482K 0.02%
3,174
+147
DXCM icon
540
DexCom
DXCM
$21.5B
$481K 0.02%
21,928
+1,968
JWN
541
DELISTED
Nordstrom
JWN
$477K 0.02%
9,185
+780
SIRI icon
542
SiriusXM
SIRI
$7.31B
$475K 0.02%
11,394
+521
HUBB icon
543
Hubbell
HUBB
$24.6B
$474K 0.02%
4,402
+225
JAZZ icon
544
Jazz Pharmaceuticals
JAZZ
$7.97B
$472K 0.02%
3,882
+190
SPR icon
545
Spirit AeroSystems
SPR
$4.18B
$472K 0.02%
10,594
+1,246
TFX icon
546
Teleflex
TFX
$4.83B
$472K 0.02%
2,809
+254
SXT icon
547
Sensient Technologies
SXT
$3.96B
$467K 0.02%
6,166
+328
FFIV icon
548
F5
FFIV
$14.2B
$459K 0.02%
3,680
+151
VOYA icon
549
Voya Financial
VOYA
$6.84B
$457K 0.02%
15,851
+99
ALKS icon
550
Alkermes
ALKS
$5.43B
$456K 0.02%
9,705
+477