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
51
$13.9M 0.56%
194,684
-61,516
52
$13.6M 0.55%
298,370
+24,877
53
$13.6M 0.54%
299,055
+13,263
54
$13.3M 0.53%
208,673
-30,319
55
$13.2M 0.53%
298,904
+138,366
56
$13M 0.52%
+245,843
57
$13M 0.52%
69,432
-31,349
58
$12.9M 0.52%
+108,302
59
$12.6M 0.51%
276,796
+161,499
60
$12.6M 0.51%
161,592
-120,637
61
$12.6M 0.5%
277,852
+150,151
62
$12.5M 0.5%
323,928
+121,408
63
$12.3M 0.49%
201,848
-7,821
64
$12.2M 0.49%
416,235
+407,645
65
$12.1M 0.48%
106,467
+9,292
66
$11.6M 0.47%
409,352
+289,578
67
$11.5M 0.46%
371,181
+364,724
68
$11.4M 0.46%
246,835
+208,881
69
$11.4M 0.46%
+485,662
70
$10.6M 0.43%
686,822
+669,284
71
$10.3M 0.42%
314,832
+297,680
72
$10.3M 0.41%
+370,787
73
$10.3M 0.41%
171,778
+28,810
74
$10.2M 0.41%
766,731
-221,277
75
$9.77M 0.39%
246,150
+192,846
1 2
3
4 5