EATON VANCE MANAGEMENT

data from 30/09/2022

Capitalization

$ 67.453 B -5.40 %

Average holding period

20 ans

Performance

$ -1.479 T 77 053.90 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in EATON VANCE MANAGEMENT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/09/30 AAPL APPLE INC 5.72% 3.857 B $ 27912021 2012/09/30 41.154 M $ 1.08 %
2022/09/30 MSFT MICROSOFT CORP 4.19% 2.824 B $ 12123842 2012/09/30 -284.000 M $ -9.32 %
2022/09/30 AMZN AMAZON COM INC 2.97% 2.004 B $ 17734981 2012/09/30 118.393 M $ 6.39 %
2022/09/30 GOOG ALPHABET INC 2.49% 1.681 B $ 17482456 2015/12/31 -235.977 M $ -12.09 %
2022/09/30 LLY LILLY ELI & CO 1.60% 1.078 B $ 3333022 2012/09/30 -3.088 M $ -0.27 %
2022/09/30 GOOGL ALPHABET INC 1.56% 1.055 B $ 11030947 2015/12/31 -144.737 M $ -12.22 %
2022/09/30 UNH UNITEDHEALTH GROUP INC 1.50% 1.009 B $ 1998408 2012/09/30 -17.272 M $ -1.67 %
2022/09/30 JNJ JOHNSON & JOHNSON 1.22% 823.047 M $ 5038238 2012/09/30 -78.009 M $ -7.97 %
2022/09/30 JPM JPMORGAN CHASE & CO 1.20% 812.021 M $ 7770534 2012/09/30 -63.332 M $ -7.20 %
2022/09/30 PEP PEPSICO INC 1.02% 690.070 M $ 4226812 2012/09/30 -13.351 M $ -2.04 %
2022/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.01% 680.062 M $ 2546860 2012/09/30 -15.697 M $ -2.20 %
2022/09/30 DIS DISNEY WALT CO 0.99% 665.497 M $ 7054988 2012/09/30 -475.916 K $ -0.07 %
2022/09/30 COST COSTCO WHSL CORP NEW 0.94% 633.080 M $ 1340503 2012/09/30 -9.409 M $ -1.46 %
2022/09/30 V VISA INC 0.93% 627.829 M $ 3534074 2012/09/30 -71.146 M $ -9.77 %
2022/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.91% 614.008 M $ 1210607 2012/09/30 -42.630 M $ -6.64 %
2022/09/30 NEE NEXTERA ENERGY INC 0.90% 609.510 M $ 7773372 2012/09/30 7.058 M $ 1.23 %
2022/09/30 TSLA TESLA INC 0.89% 597.575 M $ 2252875 2015/09/30 69.559 M $ 18.17 %
2022/09/30 ABBV ABBVIE INC 0.84% 565.423 M $ 4212972 2013/03/31 -77.342 M $ -12.37 %
2022/09/30 PG PROCTER AND GAMBLE CO 0.80% 541.582 M $ 4289761 2012/09/30 -76.827 M $ -12.20 %
2022/09/30 KO COCA COLA CO 0.77% 519.959 M $ 9281656 2012/09/30 -62.554 M $ -10.95 %
2022/09/30 ACN ACCENTURE PLC IRELAND 0.76% 515.670 M $ 2004159 2012/09/30 -40.732 M $ -7.33 %
2022/09/30 GS GOLDMAN SACHS GROUP INC 0.76% 512.840 M $ 1750009 2012/09/30 -7.351 M $ -1.34 %
2022/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.75% 506.824 M $ 7129326 2012/09/30 -43.127 M $ -7.68 %
2022/09/30 TXN TEXAS INSTRS INC 0.74% 500.013 M $ 3230476 2012/09/30 3.599 M $ 0.74 %
2022/09/30 XOM EXXON MOBIL CORP 0.73% 495.727 M $ 5677788 2012/09/30 9.172 M $ 1.95 %
2022/09/30 META META PLATFORMS INC 0.71% 481.968 M $ 3552241 2012/09/30 -96.482 M $ -15.86 %
2022/09/30 QCOM QUALCOMM INC 0.70% 470.575 M $ 4165118 2012/09/30 -64.153 M $ -11.55 %
2022/09/30 ANET ARISTA NETWORKS INC 0.70% 469.221 M $ 4156446 2015/03/31 81.949 M $ 20.40 %
2022/09/30 CVX CHEVRON CORP NEW 0.66% 443.928 M $ 3089921 2012/09/30 -3.437 M $ -0.77 %
2022/09/30 NVDA NVIDIA CORPORATION 0.66% 443.204 M $ 3651081 2012/09/30 -111.395 M $ -19.92 %
2022/09/30 WFC WELLS FARGO CO NEW 0.60% 405.905 M $ 10092117 2012/09/30 11.001 M $ 2.68 %
2022/09/30 SCHW SCHWAB CHARLES CORP 0.60% 404.853 M $ 5633133 2012/09/30 54.744 M $ 13.75 %
2022/09/30 ABT ABBOTT LABS 0.58% 394.257 M $ 4074583 2012/09/30 -48.164 M $ -10.94 %
2022/09/30 EOG EOG RES INC 0.57% 385.243 M $ 3447982 2012/09/30 4.450 M $ 1.17 %
2022/09/30 COP CONOCOPHILLIPS 0.56% 375.869 M $ 3672738 2012/09/30 45.411 M $ 13.95 %
2022/09/30 DHR DANAHER CORPORATION 0.54% 362.408 M $ 1403105 2012/09/30 6.389 M $ 1.88 %
2022/09/30 BAC BK OF AMERICA CORP 0.50% 339.769 M $ 11250640 2012/09/30 -10.290 M $ -2.99 %
2022/09/30 NKE NIKE INC 0.50% 338.253 M $ 4069451 2012/09/30 -84.637 M $ -18.67 %
2022/09/30 MRK MERCK & CO INC 0.49% 331.458 M $ 3848802 2012/09/30 -19.311 M $ -5.54 %
2022/09/30 CSCO CISCO SYS INC 0.49% 330.715 M $ 8267900 2012/09/30 -21.830 M $ -6.19 %
2022/09/30 SBUX STARBUCKS CORP 0.49% 329.576 M $ 3911416 2012/09/30 30.161 M $ 10.30 %
2022/09/30 LOW LOWES COS INC 0.48% 323.720 M $ 1723658 2012/09/30 27.107 M $ 7.52 %
2022/09/30 ITW ILLINOIS TOOL WKS INC 0.46% 313.236 M $ 1733940 2012/09/30 -2.776 M $ -0.88 %
2022/09/30 PFE PFIZER INC 0.46% 311.795 M $ 7125127 2012/09/30 -66.002 M $ -16.54 %
2022/09/30 MDLZ MONDELEZ INTL INC 0.45% 300.343 M $ 5477697 2012/12/31 -39.736 M $ -11.69 %
2022/09/30 HD HOME DEPOT INC 0.44% 294.301 M $ 1066539 2012/09/30 1.651 M $ 0.61 %
2022/09/30 TJX TJX COS INC NEW 0.42% 285.555 M $ 4596817 2012/09/30 29.552 M $ 11.23 %
2022/09/30 CVS CVS HEALTH CORP 0.42% 284.698 M $ 2985199 2012/09/30 8.107 M $ 2.92 %
2022/09/30 AMGN AMGEN INC 0.41% 275.749 M $ 1223375 2012/09/30 -21.842 M $ -7.36 %
2022/09/30 ADBE ADOBE SYSTEMS INCORPORATED 0.40% 270.835 M $ 984139 2012/09/30 -92.122 M $ -24.82 %
2022/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.40% 268.676 M $ 661 2012/09/30 -1.639 M $ -0.61 %
2022/09/30 UPS UNITED PARCEL SERVICE INC 0.39% 265.084 M $ 1640982 2012/09/30 -38.769 M $ -11.50 %
2022/09/30 VZ VERIZON COMMUNICATIONS INC 0.39% 264.556 M $ 6967494 2012/09/30 -97.650 M $ -25.18 %
2022/09/30 UNP UNION PAC CORP 0.39% 264.273 M $ 1356503 2012/09/30 -25.289 M $ -8.66 %
2022/09/30 ZTS ZOETIS INC 0.39% 260.888 M $ 1759306 2013/03/31 -42.117 M $ -13.73 %
2022/09/30 MA MASTERCARD INCORPORATED 0.38% 257.548 M $ 905773 2012/09/30 -26.430 M $ -9.87 %
2022/09/30 CL COLGATE PALMOLIVE CO 0.38% 256.298 M $ 3648373 2012/09/30 -36.157 M $ -12.34 %
2022/09/30 LIN LINDE PLC 0.37% 252.486 M $ 936553 2018/12/31 -8.894 M $ -6.24 %
2022/09/30 ISRG INTUITIVE SURGICAL INC 0.37% 250.534 M $ 1336612 2012/09/30 -17.286 M $ -6.61 %
2022/09/30 INTU INTUIT 0.36% 242.938 M $ 627227 2016/06/30 1.120 M $ 0.49 %
2022/09/30 MAR MARRIOTT INTL INC NEW 0.35% 238.619 M $ 1702720 2012/09/30 7.417 M $ 3.04 %
2022/09/30 SPGI S&P GLOBAL INC 0.35% 236.746 M $ 775325 2016/06/30 -25.803 M $ -9.41 %
2022/09/30 INTC INTEL CORP 0.34% 231.619 M $ 8987949 2012/09/30 -122.332 M $ -31.11 %
2022/09/30 MU MICRON TECHNOLOGY INC 0.34% 228.132 M $ 4553536 2013/09/30 -18.927 M $ -9.37 %
2022/09/30 PAYC PAYCOM SOFTWARE INC 0.34% 227.376 M $ 689039 2016/06/30 33.874 M $ 17.80 %
2022/09/30 EGP EASTGROUP PPTYS INC 0.34% 226.151 M $ 1566801 2012/09/30 -16.423 M $ -6.47 %
2022/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.32% 217.817 M $ 962983 2012/09/30 15.920 M $ 7.69 %
2022/09/30 ORLY OREILLY AUTOMOTIVE INC 0.32% 213.824 M $ 304008 2016/06/30 21.757 M $ 11.33 %
2022/09/30 WM WASTE MGMT INC DEL 0.31% 211.622 M $ 1320904 2012/09/30 9.864 M $ 4.73 %
2022/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.31% 206.822 M $ 2526530 2020/06/30 -35.619 M $ -14.83 %
2022/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.30% 202.399 M $ 134685 2013/06/30 26.391 M $ 14.96 %
2022/09/30 ELV ELEVANCE HEALTH INC 0.30% 201.956 M $ 444601 2014/12/31 -15.521 M $ -5.87 %
2022/09/30 EMR EMERSON ELEC CO 0.29% 195.514 M $ 2670222 2012/09/30 -17.606 M $ -7.95 %
2022/09/30 ECL ECOLAB INC 0.28% 191.338 M $ 1324867 2012/09/30 -12.360 M $ -6.07 %
2022/09/30 SYK STRYKER CORPORATION 0.27% 185.437 M $ 915563 2012/09/30 3.229 M $ 1.81 %
2022/09/30 AXP AMERICAN EXPRESS CO 0.27% 183.146 M $ 1357545 2012/09/30 -5.064 M $ -2.68 %
2022/09/30 MTB M & T BK CORP 0.27% 178.847 M $ 1014332 2012/09/30 21.856 M $ 10.62 %
2022/09/30 IART INTEGRA LIFESCIENCES HLDGS C 0.26% 178.570 M $ 4215548 2015/03/31 -49.326 M $ -21.60 %
2022/09/30 LNG CHENIERE ENERGY INC 0.26% 178.268 M $ 1074486 2013/12/31 40.519 M $ 24.72 %
2022/09/30 SRE SEMPRA 0.26% 174.283 M $ 1162353 2012/09/30 -406.297 K $ -0.23 %
2022/09/30 BSX BOSTON SCIENTIFIC CORP 0.25% 169.950 M $ 4388082 2012/09/30 6.269 M $ 3.92 %
2022/09/30 AVGO BROADCOM INC 0.25% 168.094 M $ 378580 2018/06/30 -15.542 M $ -8.60 %
2022/09/30 CRM SALESFORCE INC 0.25% 166.197 M $ 1155431 2012/09/30 -22.461 M $ -12.85 %
2022/09/30 PANW PALO ALTO NETWORKS INC 0.25% 166.083 M $ 1014003 2013/09/30 -854.479 K $ -0.51 %
2022/09/30 TFC TRUIST FINL CORP 0.24% 162.452 M $ 3731079 2019/12/31 -14.553 M $ -8.20 %
2022/09/30 ADI ANALOG DEVICES INC 0.24% 161.807 M $ 1161230 2012/09/30 -7.889 M $ -4.62 %
2022/09/30 TMUS T-MOBILE US INC 0.24% 161.062 M $ 1200439 2013/06/30 -341.750 K $ -0.28 %
2022/09/30 AME AMETEK INC 0.24% 160.820 M $ 1418044 2012/09/30 4.658 M $ 3.20 %
2022/09/30 CMCSA COMCAST CORP NEW 0.23% 157.922 M $ 5384299 2012/09/30 -52.954 M $ -25.25 %
2022/09/30 CAT CATERPILLAR INC 0.23% 157.718 M $ 961224 2012/09/30 -15.878 M $ -8.21 %
2022/09/30 WAB WABTEC 0.23% 155.544 M $ 1912029 2012/09/30 -1.468 M $ -0.89 %
2022/09/30 HSY HERSHEY CO 0.23% 153.809 M $ 697639 2012/09/30 3.150 M $ 2.47 %
2022/09/30 DLTR DOLLAR TREE INC 0.23% 152.728 M $ 1122174 2012/09/30 -14.974 M $ -12.67 %
2022/09/30 PFGC PERFORMANCE FOOD GROUP CO 0.22% 148.028 M $ 3446522 2016/12/31 -10.906 M $ -6.59 %
2022/09/30 SYY SYSCO CORP 0.22% 147.412 M $ 2084740 2012/09/30 -31.957 M $ -16.53 %
2022/09/30 MCD MCDONALDS CORP 0.22% 146.664 M $ 635628 2012/09/30 -10.227 M $ -6.54 %
2022/09/30 AIG AMERICAN INTL GROUP INC 0.21% 144.886 M $ 3051524 2016/03/31 -10.371 M $ -7.14 %
2022/09/30 UBER UBER TECHNOLOGIES INC 0.21% 143.622 M $ 5419694 2019/06/30 32.045 M $ 29.52 %
2022/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.21% 143.152 M $ 1347820 2017/12/31 12.830 M $ 8.96 %
2022/09/30 EL LAUDER ESTEE COS INC 0.21% 142.122 M $ 658274 2012/09/30 -25.190 M $ -15.22 %