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
1
$59M 2.37%
2,467,140
-59,768
2
$37.5M 1.5%
732,262
-173,518
3
$37.4M 1.5%
669,806
-39,985
4
$34.7M 1.39%
285,840
-48,393
5
$33.1M 1.33%
700,245
-221,658
6
$32M 1.29%
910,340
-142,140
7
$28.5M 1.14%
851,857
-267,004
8
$28M 1.13%
859,345
-125,740
9
$26.2M 1.05%
247,663
-40,600
10
$25.6M 1.03%
698,657
+502,359
11
$24.9M 1%
260,113
-49,602
12
$24.5M 0.98%
300,166
+10,631
13
$23.6M 0.95%
428,638
-119,778
14
$22.9M 0.92%
151,550
-60,919
15
$22.8M 0.92%
308,659
+56,741
16
$22.3M 0.9%
349,989
+142,639
17
$20.9M 0.84%
137,637
-60,193
18
$20.8M 0.83%
724,231
-404,088
19
$20.6M 0.83%
268,391
+135,202
20
$20.3M 0.81%
456,994
+437,421
21
$20.2M 0.81%
215,609
+24,888
22
$19.8M 0.79%
290,995
-29,375
23
$19.4M 0.78%
557,843
+542,552
24
$18.6M 0.75%
173,114
-29,834
25
$18M 0.72%
212,701
-98,980
1
2 3 4 5