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
676
$753K ﹤0.01%
3,543
-1,097
677
$753K ﹤0.01%
10,618
-40,765
678
$750K ﹤0.01%
6,612
-32,898
679
$748K ﹤0.01%
9,412
-4,053
680
$746K ﹤0.01%
65,975
+1,500
681
$742K ﹤0.01%
39,410
-29,709
682
$740K ﹤0.01%
+1,139
683
$736K ﹤0.01%
24,985
-1,840
684
$735K ﹤0.01%
34,700
685
$735K ﹤0.01%
22,554
-102
686
$732K ﹤0.01%
7,977
+900
687
$726K ﹤0.01%
28,242
-690
688
$725K ﹤0.01%
12,568
-12,480
689
$720K ﹤0.01%
6,201
+18
690
$719K ﹤0.01%
33,579
+2,896
691
$717K ﹤0.01%
12,718
+90
692
$716K ﹤0.01%
27,323
693
$716K ﹤0.01%
15,363
694
$698K ﹤0.01%
+22,125
695
$698K ﹤0.01%
5,679
+2,085
696
$690K ﹤0.01%
4,623
+1
697
$688K ﹤0.01%
34,700
+700
698
$684K ﹤0.01%
26,620
699
$684K ﹤0.01%
5,897
+27
700
$679K ﹤0.01%
38,451
-366
26 27
28
29 30