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
126
$56.8M 0.17%
742,420
-8,999
127
$55.8M 0.17%
1,404,812
+473,471
128
$54.2M 0.17%
178,757
+27,447
129
$54.1M 0.17%
317,715
-2,900
130
$53.5M 0.16%
1,083,336
+986,697
131
$52.7M 0.16%
1,074,133
-70,194
132
$52.5M 0.16%
818,272
-181,459
133
$52.2M 0.16%
588,044
-475,988
134
$52.1M 0.16%
1,005,173
-52,116
135
$51.4M 0.16%
661,811
-6,508
136
$49.8M 0.15%
841,232
+811,768
137
$48.1M 0.15%
301,021
-29,184
138
$47.7M 0.15%
706,474
+279,749
139
$46.6M 0.14%
769,566
-22,464
140
$45.5M 0.14%
539,120
-16,186
141
$44.9M 0.14%
3,820,750
+15,236
142
$44.4M 0.14%
552,992
+60,536
143
$44.3M 0.14%
552,440
-2,789
144
$44.3M 0.14%
362,751
-19,132
145
$43.7M 0.13%
1,652,854
-82,110
146
$43.1M 0.13%
493,271
+5,403
147
$42.9M 0.13%
490,490
-13,531
148
$42.9M 0.13%
995,987
-697,352
149
$42M 0.13%
815,171
-478
150
$41.8M 0.13%
1,036,789
-68,666
4 5
6
7 8