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
$33.7B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$227M
3
+$217M
4
CVX icon
Chevron
CVX
+$183M
5
AGN
Allergan plc
AGN
+$182M

Top Sells

1
+$349M
2
+$339M
3
+$286M
4
MRK icon
Merck
MRK
+$278M
5
ABBV icon
AbbVie
ABBV
+$210M

Sector Composition

1 Financials 16.93%
2 Healthcare 16.39%
3 Technology 12.73%
4 Industrials 10.31%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.4M 0.01%
20,063
+6,440
527
$2.39M 0.01%
90,949
-1,571
528
$2.39M 0.01%
23,870
+5,295
529
$2.39M 0.01%
71,872
+30,067
530
$2.38M 0.01%
34,600
531
$2.38M 0.01%
68,624
-432
532
$2.37M 0.01%
49,790
-68,350
533
$2.35M 0.01%
52,060
+4,535
534
$2.35M 0.01%
85,700
+40,221
535
$2.34M 0.01%
75,399
-5
536
$2.34M 0.01%
146,220
-30
537
$2.33M 0.01%
4,300
-655
538
$2.31M 0.01%
23,243
+50
539
$2.28M 0.01%
32,082
540
$2.28M 0.01%
75,000
541
$2.28M 0.01%
170,803
-36,078
542
$2.28M 0.01%
62,004
+3,540
543
$2.24M 0.01%
14,000
+300
544
$2.23M 0.01%
109,156
545
$2.23M 0.01%
177,114
-675
546
$2.23M 0.01%
39,088
-7
547
$2.22M 0.01%
10,043
548
$2.2M 0.01%
29,979
549
$2.2M 0.01%
57,269
550
$2.18M 0.01%
37,200
20 21
22
23 24