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
451
$3.53M 0.01%
55,308
-38,371
452
$3.49M 0.01%
25,000
453
$3.44M 0.01%
190,138
-2,217
454
$3.42M 0.01%
177,225
-788,754
455
$3.41M 0.01%
+46,898
456
$3.4M 0.01%
89,138
-1,131
457
$3.39M 0.01%
17,932
+2,850
458
$3.36M 0.01%
243,173
-86,617
459
$3.34M 0.01%
31,037
460
$3.34M 0.01%
49,948
-1,017
461
$3.32M 0.01%
60,170
+9,250
462
$3.3M 0.01%
215,626
-5,785
463
$3.28M 0.01%
41,720
+4,756
464
$3.24M 0.01%
72,356
+1,082
465
$3.23M 0.01%
25,683
-647
466
$3.21M 0.01%
7,221
-58
467
$3.2M 0.01%
40,742
-8,415
468
$3.19M 0.01%
142,992
-3,114
469
$3.18M 0.01%
53,367
+1,429
470
$3.17M 0.01%
25,404
-30,734
471
$3.15M 0.01%
33,442
-4,017
472
$3.1M 0.01%
26,105
-331
473
$3.08M 0.01%
282,891
-1,092,474
474
$3.01M 0.01%
32,996
-221
475
$2.98M 0.01%
25,301
-340
17 18
19
20 21