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
151
$3.98M 0.16%
126,130
-18,818
152
$3.91M 0.16%
86,556
+11,008
153
$3.85M 0.15%
32,508
+7,064
154
$3.85M 0.15%
83,828
155
$3.79M 0.15%
+153,418
156
$3.77M 0.15%
27,432
+1,103
157
$3.74M 0.15%
+370,243
158
$3.74M 0.15%
54,350
+6,009
159
$3.72M 0.15%
79,109
-19,430
160
$3.71M 0.15%
39,029
-4,933
161
$3.71M 0.15%
108,462
-12,910
162
$3.69M 0.15%
294,136
+16,204
163
$3.67M 0.15%
130,687
+60,482
164
$3.67M 0.15%
146,792
+22,666
165
$3.63M 0.15%
49,416
-94,555
166
$3.61M 0.14%
+13,929
167
$3.6M 0.14%
2,885
+87
168
$3.57M 0.14%
217,395
169
$3.56M 0.14%
+136,652
170
$3.56M 0.14%
+132,351
171
$3.56M 0.14%
90,452
+3,145
172
$3.52M 0.14%
+176,710
173
$3.47M 0.14%
115,589
174
$3.47M 0.14%
74,476
+16,075
175
$3.46M 0.14%
26,367
+6,082
5 6
7
8 9