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
501
$2.45M 0.01%
39,718
-190
502
$2.44M 0.01%
18,575
-6,483
503
$2.44M 0.01%
63,828
-488,588
504
$2.41M 0.01%
62,605
-5,195
505
$2.4M 0.01%
81,127
+653
506
$2.4M 0.01%
4,715
+200
507
$2.39M 0.01%
47,525
508
$2.38M 0.01%
174,553
-71,606
509
$2.37M 0.01%
70,666
-871
510
$2.36M 0.01%
13,800
-700
511
$2.31M 0.01%
64,088
-116,062
512
$2.3M 0.01%
34,421
-13,430
513
$2.29M 0.01%
40,919
-570
514
$2.28M 0.01%
22,984
+619
515
$2.27M 0.01%
150,200
-73,530
516
$2.24M 0.01%
72,696
+34,162
517
$2.24M 0.01%
70,541
-492
518
$2.21M 0.01%
39,548
-17,602
519
$2.18M 0.01%
+46,050
520
$2.17M 0.01%
+75,000
521
$2.14M 0.01%
136,511
+2,202
522
$2.13M 0.01%
44,929
523
$2.1M 0.01%
176,629
-2,241
524
$2.06M 0.01%
40,047
525
$2.06M 0.01%
38,897
-63,200
19 20
21
22 23