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
201
$24.6M 0.08%
544,856
-1,758,373
202
$24.5M 0.07%
255,983
-13,648
203
$24.2M 0.07%
259,229
+1,112
204
$24M 0.07%
289,208
-12,597
205
$23.6M 0.07%
247,928
+2,671
206
$23.5M 0.07%
426,055
-13,356
207
$23.4M 0.07%
1,258,010
-974,041
208
$23.4M 0.07%
239,226
+56,183
209
$23.1M 0.07%
191,825
-42,425
210
$23.1M 0.07%
180,392
-2,081
211
$23.1M 0.07%
599,289
-25,304
212
$22.9M 0.07%
395,027
-28,195
213
$22.7M 0.07%
890,898
+119,704
214
$22.7M 0.07%
172,949
+5,000
215
$22.6M 0.07%
903,894
-35,683
216
$22.4M 0.07%
533,431
+6,173
217
$22M 0.07%
263,297
+20,072
218
$21.9M 0.07%
316,849
-4,050
219
$21.9M 0.07%
235,671
+17,854
220
$21.6M 0.07%
520,924
-75,580
221
$21.3M 0.07%
200,631
-58,274
222
$21.2M 0.06%
196,678
-2,276
223
$20.5M 0.06%
540,276
-116,492
224
$20.4M 0.06%
233,000
225
$20.4M 0.06%
283,655
-12,315
7 8
9
10 11