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
651
$877K ﹤0.01%
55,166
+20,596
652
$873K ﹤0.01%
36,033
-234
653
$867K ﹤0.01%
644
654
$866K ﹤0.01%
25,017
-127,685
655
$863K ﹤0.01%
15,938
-236
656
$862K ﹤0.01%
11,073
-7,083
657
$854K ﹤0.01%
52,577
658
$852K ﹤0.01%
13,531
659
$845K ﹤0.01%
32,500
660
$841K ﹤0.01%
17,321
+2,385
661
$825K ﹤0.01%
67,268
-1,065
662
$823K ﹤0.01%
+7,685
663
$805K ﹤0.01%
+26,093
664
$797K ﹤0.01%
6,431
+500
665
$793K ﹤0.01%
10,994
-156,033
666
$787K ﹤0.01%
9,532
-2,341
667
$786K ﹤0.01%
16,617
-112
668
$785K ﹤0.01%
+38,914
669
$783K ﹤0.01%
33,000
670
$776K ﹤0.01%
16,781
-61,073
671
$774K ﹤0.01%
67,000
672
$774K ﹤0.01%
43,000
673
$771K ﹤0.01%
13,940
674
$761K ﹤0.01%
11,350
675
$759K ﹤0.01%
13,285
-185
25 26
27
28 29