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
551
$1.77M 0.01%
42,755
+6,905
552
$1.74M 0.01%
68,455
-443
553
$1.73M 0.01%
42,655
-2,856
554
$1.73M 0.01%
27,147
555
$1.72M 0.01%
75,828
-9
556
$1.72M 0.01%
76,619
-101,164
557
$1.69M 0.01%
61,384
558
$1.66M 0.01%
15,929
+3,400
559
$1.66M 0.01%
15,700
560
$1.64M 0.01%
92,447
-640
561
$1.63M 0.01%
32,136
-13,820
562
$1.63M 0.01%
51,985
-600
563
$1.62M ﹤0.01%
26,046
564
$1.62M ﹤0.01%
28,325
+6,925
565
$1.6M ﹤0.01%
43,671
+21,671
566
$1.56M ﹤0.01%
39,906
-34,630
567
$1.54M ﹤0.01%
37,548
-432
568
$1.53M ﹤0.01%
49,151
569
$1.51M ﹤0.01%
180,096
+8,850
570
$1.5M ﹤0.01%
10,104
-52
571
$1.47M ﹤0.01%
34,320
572
$1.42M ﹤0.01%
8,911
-113
573
$1.42M ﹤0.01%
12,593
+350
574
$1.4M ﹤0.01%
20,625
575
$1.4M ﹤0.01%
2,985
21 22
23
24 25