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
176
$29M 0.09%
532,929
-6,599
177
$28.9M 0.09%
1,752,868
+473,056
178
$28.8M 0.09%
2,168,870
-272,230
179
$28.8M 0.09%
135,509
+14,838
180
$28.5M 0.09%
328,897
+4,625
181
$28.4M 0.09%
739,779
-35,282
182
$28.2M 0.09%
404,749
-24,832
183
$27.4M 0.08%
219,997
-36,731
184
$27.4M 0.08%
216,368
-20,411
185
$27.2M 0.08%
333,313
+83,488
186
$26.5M 0.08%
467,034
-5,492
187
$26.4M 0.08%
560,893
+310,652
188
$26.4M 0.08%
734,641
+303,544
189
$26.2M 0.08%
1,258,020
-14,631
190
$26.1M 0.08%
468,190
-21,336
191
$25.9M 0.08%
22,046
+890
192
$25.9M 0.08%
1,068,528
-55,544
193
$25.4M 0.08%
392,623
+34,777
194
$25.2M 0.08%
309,349
-391,519
195
$25.2M 0.08%
397,532
+1,028
196
$25M 0.08%
905,033
+340,430
197
$25M 0.08%
195,928
+9,450
198
$24.9M 0.08%
91,309
+2,668
199
$24.8M 0.08%
2,373,200
-1,595,282
200
$24.8M 0.08%
382,387
+32,516
6 7
8
9 10