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
876
$250K ﹤0.01%
6,040
877
$247K ﹤0.01%
2,122
878
$247K ﹤0.01%
14,090
-52,422
879
$245K ﹤0.01%
5,950
880
$240K ﹤0.01%
7,400
881
$240K ﹤0.01%
+5,000
882
$240K ﹤0.01%
5,798
-11,551
883
$238K ﹤0.01%
2,084
884
$231K ﹤0.01%
1,667
885
$230K ﹤0.01%
2,000
886
$229K ﹤0.01%
4,572
-91
887
$229K ﹤0.01%
15,275
-5,900
888
$229K ﹤0.01%
5,150
-11
889
$228K ﹤0.01%
3,974
-149
890
$228K ﹤0.01%
10,060
-20,698
891
$222K ﹤0.01%
7,588
-93
892
$221K ﹤0.01%
15,124
893
$220K ﹤0.01%
+4,206
894
$219K ﹤0.01%
11,700
-3,800
895
$218K ﹤0.01%
3,355
896
$217K ﹤0.01%
3,976
-18,768
897
$216K ﹤0.01%
8,072
+55
898
$215K ﹤0.01%
6,870
-377
899
$214K ﹤0.01%
11,050
-37,978
900
$210K ﹤0.01%
3,500
34 35
36
37 38