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
$2.72B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.52M
3
+$7.3M
4
PNR icon
Pentair
PNR
+$6.84M
5
MLI icon
Mueller Industries
MLI
+$6.76M

Top Sells

1
+$7.8M
2
+$6.28M
3
+$5.77M
4
IPAR icon
Interparfums
IPAR
+$5.29M
5
UN
Unilever NV New York Registry Shares
UN
+$4.81M

Sector Composition

1 Financials 15.26%
2 Industrials 15.2%
3 Technology 15.1%
4 Healthcare 14.07%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TER icon
701
Teradyne
TER
$28.5B
$251K 0.01%
11,642
+737
LM
702
DELISTED
Legg Mason, Inc.
LM
$251K 0.01%
7,503
-1,199
JBL icon
703
Jabil
JBL
$22.8B
$250K 0.01%
11,448
+554
THO icon
704
Thor Industries
THO
$5.49B
$250K 0.01%
+2,956
AMD icon
705
Advanced Micro Devices
AMD
$380B
$249K 0.01%
36,089
+2,335
BOH icon
706
Bank of Hawaii
BOH
$2.61B
$249K 0.01%
3,429
+37
COTY icon
707
Coty
COTY
$3.28B
$249K 0.01%
10,577
-1,782
SLM icon
708
SLM Corp
SLM
$5.43B
$249K 0.01%
33,314
+1,329
BRCD
709
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
$249K 0.01%
26,989
-244,410
SATS icon
710
EchoStar
SATS
$21.1B
$248K 0.01%
6,978
+525
CRL icon
711
Charles River Laboratories
CRL
$8.27B
$246K 0.01%
2,952
+249
AN icon
712
AutoNation
AN
$6.91B
$245K 0.01%
5,035
+64
EHC icon
713
Encompass Health
EHC
$11.6B
$242K 0.01%
7,490
+687
SFM icon
714
Sprouts Farmers Market
SFM
$7.67B
$242K 0.01%
11,720
+741
GWRE icon
715
Guidewire Software
GWRE
$18.5B
$241K 0.01%
4,023
+216
ACHC icon
716
Acadia Healthcare
ACHC
$1.76B
$240K 0.01%
4,846
+654
TUP
717
DELISTED
Tupperware Brands Corporation
TUP
$240K 0.01%
+3,666
LNCE
718
DELISTED
Snyders-Lance, Inc.
LNCE
$240K 0.01%
7,147
+795
ALR
719
DELISTED
Alere Inc
ALR
$240K 0.01%
5,547
+263
AL icon
720
Air Lease Corp
AL
$7.13B
$239K 0.01%
8,376
+682
TDC icon
721
Teradata
TDC
$2.57B
$238K 0.01%
+7,671
WEX icon
722
WEX
WEX
$5B
$238K 0.01%
+2,200
N
723
DELISTED
Netsuite Inc
N
$238K 0.01%
+2,147
AMCX icon
724
AMC Networks
AMCX
$326M
$237K 0.01%
4,571
+1,113
ASB icon
725
Associated Banc-Corp
ASB
$4.24B
$237K 0.01%
12,095
+81
27 28
29
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