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
676
$245K 0.01%
2,242
+20
677
$244K 0.01%
8,339
+859
678
$243K 0.01%
20,404
679
$243K 0.01%
10,529
-1,761
680
$242K 0.01%
+13,832
681
$242K 0.01%
5,557
+338
682
$241K 0.01%
6,420
+609
683
$240K 0.01%
5,026
+1
684
$239K 0.01%
4,313
+36
685
$239K 0.01%
+1,768
686
$237K 0.01%
3,701
+39
687
$236K 0.01%
+4,895
688
$236K 0.01%
+5,713
689
$236K 0.01%
+6,925
690
$235K 0.01%
37,225
+3,440
691
$235K 0.01%
+3,807
692
$234K 0.01%
4,971
+305
693
$234K 0.01%
24,531
+1,649
694
$233K 0.01%
3,392
+156
695
$232K 0.01%
4,192
+39
696
$231K 0.01%
+3,790
697
$229K 0.01%
7,148
+184
698
$227K 0.01%
+2,122
699
$225K 0.01%
+5,986
700
$224K 0.01%
+8,171
26 27
28
29 30