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
801
$390K ﹤0.01%
8,680
+3,380
802
$388K ﹤0.01%
6,586
-15,000
803
$385K ﹤0.01%
5,526
804
$382K ﹤0.01%
6,800
805
$380K ﹤0.01%
9,723
-29,037
806
$379K ﹤0.01%
5,200
-3,100
807
$377K ﹤0.01%
7,142
808
$373K ﹤0.01%
8,583
809
$373K ﹤0.01%
5,698
-222
810
$370K ﹤0.01%
9,420
811
$363K ﹤0.01%
+21,282
812
$363K ﹤0.01%
3,221
-32
813
$363K ﹤0.01%
12,349
-341
814
$363K ﹤0.01%
9,257
815
$359K ﹤0.01%
10,693
-130
816
$355K ﹤0.01%
38,580
817
$355K ﹤0.01%
15,760
-5,300
818
$353K ﹤0.01%
8,491
-141
819
$351K ﹤0.01%
9,300
-3,100
820
$348K ﹤0.01%
25,987
-2,000
821
$347K ﹤0.01%
5,275
-26,763
822
$344K ﹤0.01%
8,618
-2,782
823
$341K ﹤0.01%
4,900
-1,900
824
$339K ﹤0.01%
10,224
-44,484
825
$337K ﹤0.01%
11,368
-104,080
31 32
33
34 35