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
401
$4.71M 0.01%
239,770
-11,998
402
$4.69M 0.01%
282,754
-3,956
403
$4.67M 0.01%
71,183
-65,881
404
$4.57M 0.01%
40,106
-508
405
$4.54M 0.01%
145,000
-13,500
406
$4.51M 0.01%
140,588
407
$4.49M 0.01%
21,748
-103
408
$4.48M 0.01%
211,656
-2,684
409
$4.42M 0.01%
111,528
+3,563
410
$4.39M 0.01%
876,897
411
$4.39M 0.01%
57,430
+31,841
412
$4.37M 0.01%
78,298
413
$4.34M 0.01%
133,011
-1,688
414
$4.32M 0.01%
146,642
-20,855
415
$4.28M 0.01%
104,748
+22,680
416
$4.25M 0.01%
96,423
-13,405
417
$4.24M 0.01%
136,349
+13,750
418
$4.21M 0.01%
117,591
-261,087
419
$4.2M 0.01%
86,200
-36,152
420
$4.19M 0.01%
159,410
-26,017
421
$4.15M 0.01%
83,184
-1,387,785
422
$4.11M 0.01%
+140,057
423
$4.09M 0.01%
91,505
-1,505
424
$4.09M 0.01%
66,520
+3,820
425
$4.06M 0.01%
53,976
+4,677
15 16
17
18 19