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
101
$7.81M 0.31%
108,370
+101,836
102
$7.81M 0.31%
105,284
-11,873
103
$7.8M 0.31%
160,981
+156,924
104
$7.76M 0.31%
148,014
+141,668
105
$7.75M 0.31%
+68,215
106
$7.56M 0.3%
603,165
+571,455
107
$7.53M 0.3%
115,408
+109,729
108
$7.43M 0.3%
101,041
+3,356
109
$7.32M 0.29%
50,444
-53,040
110
$7.28M 0.29%
109,789
+93,123
111
$7.19M 0.29%
91,350
+81,020
112
$7.12M 0.29%
95,935
+84,699
113
$7.05M 0.28%
80,408
-7,463
114
$6.55M 0.26%
+202,553
115
$6.43M 0.26%
163,924
+116,474
116
$6.38M 0.26%
75,994
+69,267
117
$6.31M 0.25%
346,165
+306,975
118
$6.25M 0.25%
139,540
-1,389
119
$6.22M 0.25%
73,530
+70,446
120
$6.17M 0.25%
108,238
+3,260
121
$6.15M 0.25%
136,312
+10,160
122
$6.09M 0.24%
86,341
+81,498
123
$6.07M 0.24%
97,957
+5,481
124
$5.89M 0.24%
88,446
-346
125
$5.77M 0.23%
+24,967
3 4
5
6 7