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
626
$310K 0.01%
7,313
+108
627
$309K 0.01%
8,736
+662
628
$303K 0.01%
8,662
+2,252
629
$302K 0.01%
10,336
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630
$299K 0.01%
1,411
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631
$296K 0.01%
9,579
-145
632
$296K 0.01%
+19,150
633
$296K 0.01%
1,407
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634
$295K 0.01%
24,722
-2,560
635
$294K 0.01%
+8,454
636
$291K 0.01%
2,105
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637
$291K 0.01%
10,026
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638
$290K 0.01%
7,165
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639
$289K 0.01%
15,389
+703
640
$288K 0.01%
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641
$288K 0.01%
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642
$286K 0.01%
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643
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644
$283K 0.01%
5,930
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645
$282K 0.01%
2,292
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646
$281K 0.01%
15,790
-128,549
647
$280K 0.01%
4,756
+478
648
$278K 0.01%
8,516
+509
649
$277K 0.01%
28,459
+231
650
$275K 0.01%
17,723
-2,123
24 25
26
27 28