EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.7B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$159M
3
+$130M
4
ORCL icon
Oracle
ORCL
+$124M
5
ABBV icon
AbbVie
ABBV
+$89.5M

Top Sells

1
+$183M
2
+$106M
3
+$93.8M
4
IP icon
International Paper
IP
+$79.2M
5
CVX icon
Chevron
CVX
+$75.8M

Sector Composition

1 Healthcare 16.23%
2 Financials 16.18%
3 Technology 14.31%
4 Industrials 10.05%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.2M 0.06%
306,876
+5,798
227
$19.9M 0.06%
297,354
-2,111
228
$19.9M 0.06%
377,288
-16,673
229
$19.9M 0.06%
462,542
-5,250
230
$19.7M 0.06%
138,739
-171
231
$19.6M 0.06%
244,761
-12,731
232
$19.5M 0.06%
536,974
-225,175
233
$19.5M 0.06%
208,970
-653
234
$19.5M 0.06%
289,149
-75,436
235
$19.3M 0.06%
274,870
+74,880
236
$19.2M 0.06%
431,988
+2,160
237
$19.2M 0.06%
426,779
+240,781
238
$19.1M 0.06%
142,849
+6,326
239
$19.1M 0.06%
358,453
-14,392
240
$19.1M 0.06%
479,039
+322,356
241
$18.9M 0.06%
352,415
-13,012
242
$18.7M 0.06%
213,885
-56,411
243
$18.6M 0.06%
207,400
-2,391
244
$18.6M 0.06%
254,133
-2,070
245
$18.3M 0.06%
629,076
+191,610
246
$18.1M 0.06%
171,009
-1,303
247
$18.1M 0.06%
+1,590,710
248
$18M 0.06%
123,124
-5,670
249
$17.9M 0.05%
240,592
-2,312
250
$17.7M 0.05%
730,377
+540,695
8 9
10
11 12