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
76
$9.76M 0.39%
119,846
+77,465
77
$9.74M 0.39%
406,338
+347,663
78
$9.72M 0.39%
236,522
+213,284
79
$9.31M 0.37%
120,955
-13,837
80
$9.29M 0.37%
72,729
+733
81
$9.28M 0.37%
249,458
+206,811
82
$9.25M 0.37%
82,300
-3,177
83
$9.21M 0.37%
129,087
-80,145
84
$9.19M 0.37%
162,088
+138,908
85
$8.98M 0.36%
155,564
+147,575
86
$8.95M 0.36%
84,700
+79,746
87
$8.94M 0.36%
142,754
+22,968
88
$8.65M 0.35%
272,051
+253,015
89
$8.57M 0.34%
178,885
+174,091
90
$8.54M 0.34%
87,266
-406
91
$8.49M 0.34%
134,263
+125,923
92
$8.41M 0.34%
200,878
-195,253
93
$8.31M 0.33%
246,932
-166,478
94
$8.31M 0.33%
131,163
+20,932
95
$8.2M 0.33%
183,711
+169,781
96
$8.19M 0.33%
739,199
+715,095
97
$8.06M 0.32%
157,668
+150,179
98
$7.88M 0.32%
133,192
+122,490
99
$7.85M 0.32%
53,606
-1,598
100
$7.85M 0.32%
14,278
+13,090
2 3
4
5 6