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
751
$156K 0.01%
17,587
+324
752
$153K 0.01%
33,840
+548
753
$147K 0.01%
3,593
+395
754
$133K 0.01%
10,644
-779
755
$133K 0.01%
+12,135
756
$99K ﹤0.01%
10,238
757
$95K ﹤0.01%
24,424
758
$86K ﹤0.01%
14,183
-70
759
$72K ﹤0.01%
11,893
760
– –
-11,438
761
– –
-183,810
762
– –
-570
763
– –
-16,300
764
– –
-12,550
765
– –
-16,746
766
– –
-5,850
767
– –
-15,238
768
– –
-14,961
769
– –
-15,039
770
– –
-85,300
771
– –
-45,600
772
– –
-14,010
773
– –
-4,078
774
– –
-2,203
775
– –
-47,611
29 30
31
32 33