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
201
$2.92M 0.12%
38,474
-942
202
$2.9M 0.12%
166,849
-44,747
203
$2.87M 0.12%
+120,486
204
$2.82M 0.11%
62,341
+64
205
$2.81M 0.11%
103,582
+4,321
206
$2.74M 0.11%
234,035
207
$2.73M 0.11%
52,350
-46,430
208
$2.69M 0.11%
143,301
-55,135
209
$2.69M 0.11%
63,470
210
$2.69M 0.11%
+41,076
211
$2.68M 0.11%
59,230
+237
212
$2.67M 0.11%
27,300
+4,863
213
$2.67M 0.11%
10,503
214
$2.66M 0.11%
82,503
+12,228
215
$2.64M 0.11%
97,283
216
$2.61M 0.1%
73,572
-185,674
217
$2.59M 0.1%
1,041,500
218
$2.58M 0.1%
34,846
-80,782
219
$2.56M 0.1%
24,604
+226
220
$2.56M 0.1%
33,651
+9,399
221
$2.55M 0.1%
32,119
-140
222
$2.55M 0.1%
126,611
+562
223
$2.54M 0.1%
37,084
-2,629
224
$2.49M 0.1%
271,399
+61,503
225
$2.47M 0.1%
119,119
7 8
9
10 11