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
126
$5.72M 0.23%
71,084
+2,154
127
$5.62M 0.23%
157,475
+141,979
128
$5.38M 0.22%
64,619
+1,776
129
$5.33M 0.21%
98,316
-23,280
130
$5.29M 0.21%
+185,053
131
$4.96M 0.2%
67,689
+3,207
132
$4.9M 0.2%
85,770
+4,234
133
$4.87M 0.2%
122,019
134
$4.73M 0.19%
85,692
-10,264
135
$4.71M 0.19%
59,757
+2,341
136
$4.62M 0.19%
69,575
+3,901
137
$4.54M 0.18%
92,261
+16,684
138
$4.53M 0.18%
+34,652
139
$4.48M 0.18%
45,466
+1,038
140
$4.47M 0.18%
125,218
-1,778
141
$4.42M 0.18%
83,529
-93,527
142
$4.41M 0.18%
112,960
143
$4.33M 0.17%
155,562
144
$4.3M 0.17%
80,212
-158,899
145
$4.19M 0.17%
95,168
-10,434
146
$4.16M 0.17%
177,094
+28,307
147
$4.12M 0.17%
36,638
+9,084
148
$4.11M 0.17%
95,202
+15,432
149
$4.02M 0.16%
45,433
+2,276
150
$4M 0.16%
95,749
4 5
6
7 8