CIM

Calvert Investment Management Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.23%
This Fund
S&P 500
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 +$8.26M
2 +$6.14M
3 +$5.96M
4
WP
Worldpay, Inc.
WP
+$5.65M
5
VMW
VMware, Inc
VMW
+$5.32M

Top Sells

1 +$12.1M
2 +$7.1M
3 +$6.26M
4
HDS
HD Supply Holdings, Inc.
HDS
+$5.43M
5
CHRW icon
C.H. Robinson
CHRW
+$5.34M

Sector Composition

1 Financials 16.76%
2 Industrials 14.98%
3 Technology 14.81%
4 Healthcare 12.89%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IMO icon
751
Imperial Oil
IMO
$56.7B
$224K 0.01%
6,440
-40
PRI icon
752
Primerica
PRI
$8.07B
$224K 0.01%
+3,233
MBFI
753
DELISTED
MB Financial Corp
MBFI
$224K 0.01%
4,742
-616
AZPN
754
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$224K 0.01%
4,101
-268
JACK icon
755
Jack in the Box
JACK
$322M
$222K 0.01%
1,986
-107
TTWO icon
756
Take-Two Interactive
TTWO
$39.2B
$222K 0.01%
4,502
-242
CAVM
757
DELISTED
Cavium, Inc.
CAVM
$220K 0.01%
+3,518
MZTI
758
The Marzetti Company
MZTI
$4.52B
$219K 0.01%
1,547
-114
WAFD icon
759
WaFd
WAFD
$2.36B
$219K 0.01%
+6,371
PRXL
760
DELISTED
Parexel International Corp
PRXL
$219K 0.01%
3,336
-10
FTR
761
DELISTED
Frontier Communications Corp.
FTR
$219K 0.01%
4,314
-282
STL
762
DELISTED
Sterling Bancorp
STL
$219K 0.01%
+9,344
HCSG icon
763
Healthcare Services Group
HCSG
$1.53B
$219K 0.01%
5,586
-387
EQNR icon
764
Equinor
EQNR
$80B
$218K 0.01%
11,947
+55
PRA icon
765
ProAssurance
PRA
$1.26B
$218K 0.01%
3,886
-248
CRL icon
766
Charles River Laboratories
CRL
$8.78B
$215K 0.01%
2,816
-136
NUVA
767
DELISTED
NuVasive, Inc.
NUVA
$215K 0.01%
3,192
-12
AN icon
768
AutoNation
AN
$6.77B
$214K 0.01%
4,398
-637
HOUS
769
DELISTED
Anywhere Real Estate
HOUS
$214K 0.01%
8,317
-2,722
XYZ
770
Block Inc
XYZ
$39.2B
$213K 0.01%
15,654
-2,451
ALR
771
DELISTED
Alere Inc
ALR
$209K 0.01%
5,367
-180
MENT
772
DELISTED
Mentor Graphics Corp
MENT
$208K 0.01%
+5,646
ANET icon
773
Arista Networks
ANET
$162B
$207K 0.01%
+34,304
AD
774
Array Digital Infrastructure
AD
$4.21B
$207K 0.01%
+4,735
PNFP icon
775
Pinnacle Financial Partners Inc
PNFP
$13.6B
$206K 0.01%
+2,971