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
751
$523K ﹤0.01%
11,735
752
$522K ﹤0.01%
11,491
-1,000
753
$517K ﹤0.01%
4,060
+115
754
$511K ﹤0.01%
+8,900
755
$505K ﹤0.01%
12,500
756
$501K ﹤0.01%
12,800
757
$499K ﹤0.01%
7,697
-7
758
$491K ﹤0.01%
5,821
+701
759
$489K ﹤0.01%
10,060
760
$487K ﹤0.01%
32,573
761
$484K ﹤0.01%
27,329
-75
762
$483K ﹤0.01%
9,976
+16
763
$476K ﹤0.01%
4,568
764
$468K ﹤0.01%
17,643
-71,842
765
$465K ﹤0.01%
18,118
-78,715
766
$464K ﹤0.01%
10,471
+4,042
767
$462K ﹤0.01%
13,193
768
$461K ﹤0.01%
9,516
-86
769
$456K ﹤0.01%
18,930
-71,590
770
$451K ﹤0.01%
10,089
771
$448K ﹤0.01%
34,123
+25
772
$446K ﹤0.01%
19,030
-80,138
773
$445K ﹤0.01%
13,835
-67,456
774
$444K ﹤0.01%
7,735
-84
775
$442K ﹤0.01%
13,000
29 30
31
32 33