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
601
$331K 0.01%
18,377
+2,121
602
$326K 0.01%
3,289
603
$325K 0.01%
12,345
-63
604
$322K 0.01%
3,020
+163
605
$322K 0.01%
+3,941
606
$321K 0.01%
12,359
-1,478
607
$321K 0.01%
15,149
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608
$321K 0.01%
5,546
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609
$321K 0.01%
4,786
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610
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3,285
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611
$320K 0.01%
11,503
612
$320K 0.01%
8,405
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613
$318K 0.01%
10,955
-338
614
$318K 0.01%
3,799
+56
615
$318K 0.01%
4,288
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616
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618
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2,284
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$315K 0.01%
4,386
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$314K 0.01%
7,529
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622
$313K 0.01%
5,055
+106
623
$313K 0.01%
4,633
+333
624
$312K 0.01%
5,287
+194
625
$311K 0.01%
4,768
+214
23 24
25
26 27