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
551
$409K 0.02%
5,650
+444
552
$408K 0.02%
8,809
+626
553
$405K 0.02%
14,548
554
$404K 0.02%
13,666
555
$402K 0.02%
3,529
+7
556
$402K 0.02%
4,125
+277
557
$402K 0.02%
9,348
-1,457
558
$399K 0.02%
+9,228
559
$399K 0.02%
4,726
+497
560
$398K 0.02%
3,027
+125
561
$397K 0.02%
15,803
-318
562
$396K 0.02%
19,960
+1,820
563
$395K 0.02%
+7,177
564
$392K 0.02%
2,978
+155
565
$392K 0.02%
6,092
+564
566
$392K 0.02%
3,337
-36
567
$390K 0.02%
15,752
-797
568
$390K 0.02%
4,258
+103
569
$390K 0.02%
7,846
+383
570
$389K 0.02%
4,723
+13
571
$388K 0.02%
11,008
+2,846
572
$387K 0.02%
3,451
573
$383K 0.02%
+13,572
574
$383K 0.02%
+2,637
575
$381K 0.02%
5,714
-480
21 22
23
24 25