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 15.04%
4 Industrials 11.46%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$381K 0.02%
+6,886
577
$377K 0.02%
7,585
+678
578
$377K 0.02%
8,170
+259
579
$375K 0.02%
4,349
-751
580
$374K 0.02%
+61,000
581
$373K 0.02%
106,373
582
$372K 0.01%
+8,434
583
$371K 0.01%
43,042
+5,020
584
$370K 0.01%
41,635
+2,035
585
$367K 0.01%
+11,040
586
$364K 0.01%
+1,995
587
$363K 0.01%
16,600
+300
588
$363K 0.01%
6,693
+127
589
$362K 0.01%
2,970
+141
590
$352K 0.01%
24,008
-733
591
$347K 0.01%
4,671
+1,333
592
$347K 0.01%
8,726
-594
593
$344K 0.01%
4,271
+239
594
$343K 0.01%
9,985
-290
595
$343K 0.01%
3,930
+42
596
$340K 0.01%
+8,464
597
$339K 0.01%
9,888
598
$336K 0.01%
16,689
+780
599
$335K 0.01%
13,772
+1,062
600
$333K 0.01%
12,476
+1,389
22 23
24
25 26