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
526
$2.03M 0.01%
26,537
-5,573
527
$2.03M 0.01%
103,020
-244,796
528
$2.02M 0.01%
60,025
-179,709
529
$2.02M 0.01%
37,358
+14,490
530
$2.02M 0.01%
51,080
+15,748
531
$2M 0.01%
134,105
+36,780
532
$1.99M 0.01%
63,988
-52
533
$1.98M 0.01%
45,657
+3,375
534
$1.97M 0.01%
42,465
-539
535
$1.96M 0.01%
44,549
-91,647
536
$1.94M 0.01%
48,934
+13,195
537
$1.93M 0.01%
117,459
-2,448
538
$1.92M 0.01%
14,000
539
$1.91M 0.01%
18,337
-374
540
$1.9M 0.01%
36,115
-563,672
541
$1.9M 0.01%
42,558
542
$1.89M 0.01%
13,940
-33,407
543
$1.88M 0.01%
43,251
+350
544
$1.88M 0.01%
75,000
+40,000
545
$1.86M 0.01%
45,160
546
$1.85M 0.01%
91,018
-766
547
$1.84M 0.01%
25,315
548
$1.83M 0.01%
14,690
-142
549
$1.83M 0.01%
30,865
-335
550
$1.79M 0.01%
15,691
20 21
22
23 24