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
$2.67B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.03M
3 +$5.98M
4
WP
Worldpay, Inc.
WP
+$5.83M
5
VMW
VMware, Inc
VMW
+$5.39M

Top Sells

1 +$12.6M
2 +$8.09M
3 +$6.69M
4
HDS
HD Supply Holdings, Inc.
HDS
+$6.27M
5
CHRW icon
C.H. Robinson
CHRW
+$5.41M

Sector Composition

1 Financials 16.76%
2 Industrials 14.97%
3 Technology 14.83%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PVTB
676
DELISTED
PrivateBancorp Inc
PVTB
$289K 0.01%
5,334
-636
ZG icon
677
Zillow
ZG
$17.3B
$288K 0.01%
7,912
-811
FAF icon
678
First American
FAF
$6.72B
$287K 0.01%
7,840
-687
BKU icon
679
Bankunited
BKU
$3.34B
$286K 0.01%
7,600
-941
ENOV icon
680
Enovis
ENOV
$1.68B
$285K 0.01%
4,610
-324
PTC icon
681
PTC
PTC
$20.9B
$283K 0.01%
6,120
-429
CXT icon
682
Crane NXT
CXT
$3.22B
$281K 0.01%
11,214
-1,056
TER icon
683
Teradyne
TER
$28.1B
$281K 0.01%
11,049
-593
RDN icon
684
Radian Group
RDN
$4.83B
$279K 0.01%
15,511
-1,133
IAC icon
685
IAC Inc
IAC
$2.76B
$277K 0.01%
23,904
-1,309
HEI icon
686
HEICO Corp
HEI
$43.1B
$275K 0.01%
8,691
-542
SABR icon
687
Sabre
SABR
$632M
$275K 0.01%
11,012
-391
SNN icon
688
Smith & Nephew
SNN
$13.9B
$275K 0.01%
9,136
-57
TEX icon
689
Terex
TEX
$2.99B
$274K 0.01%
+8,700
TCF
690
DELISTED
TCF Financial Corporation Common Stock
TCF
$273K 0.01%
+5,045
ULTI
691
DELISTED
Ultimate Software Group Inc
ULTI
$273K 0.01%
1,496
-90
WOR icon
692
Worthington Enterprises
WOR
$2.73B
$271K 0.01%
+9,271
WTFC icon
693
Wintrust Financial
WTFC
$9.1B
$269K 0.01%
+3,703
MHG
694
DELISTED
Marine Harvest ASA
MHG
$269K 0.01%
14,861
-93
LSTR icon
695
Landstar System
LSTR
$4.54B
$267K 0.01%
3,134
-278
WTM icon
696
White Mountains Insurance
WTM
$5.15B
$267K 0.01%
319
-36
AL icon
697
Air Lease Corp
AL
$7.14B
$266K 0.01%
7,757
-619
ATHN
698
DELISTED
Athenahealth, Inc.
ATHN
$266K 0.01%
2,531
+17
SATS icon
699
EchoStar
SATS
$21B
$265K 0.01%
6,358
-620
XPO icon
700
XPO
XPO
$16.8B
$265K 0.01%
+17,773