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
701
$224K 0.01%
22,303
-1,629
702
$223K 0.01%
+2,703
703
$221K 0.01%
12,767
704
$221K 0.01%
5,366
-1
705
$221K 0.01%
3,226
-15
706
$221K 0.01%
6,776
-654
707
$220K 0.01%
+4,109
708
$220K 0.01%
+5,284
709
$220K 0.01%
1,196
710
$218K 0.01%
+11,058
711
$218K 0.01%
+5,049
712
$217K 0.01%
+6,985
713
$216K 0.01%
+16,630
714
$216K 0.01%
4,736
715
$215K 0.01%
+2,399
716
$215K 0.01%
10,905
+1,214
717
$215K 0.01%
+6,352
718
$214K 0.01%
7,960
+267
719
$212K 0.01%
16,308
720
$210K 0.01%
+6,803
721
$209K 0.01%
3,458
-711
722
$209K 0.01%
+7,264
723
$208K 0.01%
6,453
+67
724
$208K 0.01%
8,220
+310
725
$206K 0.01%
7,694
+439
27 28
29
30 31