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
351
$7.55M 0.02%
804,650
-96,460
352
$7.19M 0.02%
138,046
+8,200
353
$7.09M 0.02%
60,922
-255
354
$6.99M 0.02%
90,910
-12,393
355
$6.93M 0.02%
+250,589
356
$6.88M 0.02%
140,745
-173,175
357
$6.85M 0.02%
163,525
-95,770
358
$6.8M 0.02%
131,970
-1,560
359
$6.75M 0.02%
37,890
-16,062
360
$6.73M 0.02%
32,712
+7,283
361
$6.73M 0.02%
108,899
-9,500
362
$6.72M 0.02%
88,460
363
$6.71M 0.02%
405,349
+202,139
364
$6.48M 0.02%
150,897
-21,682
365
$6.43M 0.02%
160,450
+49,474
366
$6.43M 0.02%
154,581
-36,523
367
$6.37M 0.02%
37,299
-504
368
$6.3M 0.02%
192,340
-8,250
369
$6.29M 0.02%
65,735
+68
370
$6.28M 0.02%
105,959
371
$6.17M 0.02%
104,622
+6,430
372
$6.15M 0.02%
95,635
+19,775
373
$6M 0.02%
152,681
+10,441
374
$5.82M 0.02%
36,547
+34,968
375
$5.79M 0.02%
142,301
+2,218
13 14
15
16 17