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
626
$1.06M ﹤0.01%
16,430
627
$1.06M ﹤0.01%
50,955
628
$1.05M ﹤0.01%
36,460
-330
629
$1.04M ﹤0.01%
19,839
-222
630
$1.03M ﹤0.01%
16,906
-19,004
631
$1.02M ﹤0.01%
11,212
632
$1.02M ﹤0.01%
33,187
+4
633
$1.02M ﹤0.01%
8,161
634
$1.01M ﹤0.01%
13,174
-4,330
635
$1.01M ﹤0.01%
47,492
-360
636
$993K ﹤0.01%
15,717
+599
637
$984K ﹤0.01%
12,794
+64
638
$981K ﹤0.01%
19,166
639
$980K ﹤0.01%
7,650
-400
640
$973K ﹤0.01%
25,906
+50
641
$973K ﹤0.01%
14,884
+334
642
$971K ﹤0.01%
59,000
643
$960K ﹤0.01%
19,885
-722
644
$915K ﹤0.01%
61,700
645
$914K ﹤0.01%
9,000
646
$912K ﹤0.01%
25,724
-50,647
647
$907K ﹤0.01%
30,000
648
$901K ﹤0.01%
57,471
+34,771
649
$900K ﹤0.01%
13,045
+236
650
$889K ﹤0.01%
13,540
-4,143
24 25
26
27 28