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
151
$40.1M 0.12%
712,648
+143,191
152
$38.4M 0.12%
625,259
-83,009
153
$38.3M 0.12%
170,294
+149,632
154
$38.1M 0.12%
469,883
-11,936
155
$38M 0.12%
304,025
-9,116
156
$38M 0.12%
426,758
+11,256
157
$36.9M 0.11%
534,625
-174,487
158
$36.6M 0.11%
859,787
-53,961
159
$36.2M 0.11%
360,648
+186,773
160
$36.1M 0.11%
771,586
+148,295
161
$35.9M 0.11%
311,649
-24,408
162
$35.9M 0.11%
441,958
+64,951
163
$35.9M 0.11%
764,880
-21,913
164
$35.8M 0.11%
1,507,684
+100,682
165
$35.7M 0.11%
1,283,911
+4,768
166
$35.7M 0.11%
619,283
-84,975
167
$34.6M 0.11%
1,290,026
-178,318
168
$34.2M 0.1%
416,395
+148,799
169
$32.9M 0.1%
266,386
-3,455
170
$32.2M 0.1%
521,370
-42,520
171
$31.2M 0.1%
172,784
+20,562
172
$30.8M 0.09%
5,911,356
-202,548
173
$30.6M 0.09%
347,674
-34,627
174
$29M 0.09%
870,731
-10,030
175
$29M 0.09%
936,667
-47,130
5 6
7
8 9