EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$710M
3
+$624M
4
PFE icon
Pfizer
PFE
+$615M
5
CVX icon
Chevron
CVX
+$593M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.91%
2 Healthcare 12.55%
3 Technology 12.44%
4 Industrials 11.99%
5 Energy 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16M 0.05%
+735,131
227
$15.9M 0.05%
+1,236,128
228
$15.8M 0.05%
+564,373
229
$15.5M 0.05%
+142,747
230
$15M 0.05%
+18,186
231
$15M 0.05%
+186,538
232
$14.7M 0.04%
+127,649
233
$14.6M 0.04%
+277,614
234
$14.5M 0.04%
+406,830
235
$14.3M 0.04%
+292,026
236
$14.2M 0.04%
+284,830
237
$14M 0.04%
+410,594
238
$13.9M 0.04%
+204,395
239
$13.6M 0.04%
+517,000
240
$13.4M 0.04%
+1,045,894
241
$13.1M 0.04%
+228,542
242
$13.1M 0.04%
+60,829
243
$13.1M 0.04%
+2,087,052
244
$13M 0.04%
+122,603
245
$13M 0.04%
+178,496
246
$12.7M 0.04%
+292,241
247
$12.6M 0.04%
+321,370
248
$12.5M 0.04%
+182,164
249
$12.5M 0.04%
+478,435
250
$12.5M 0.04%
+55,432
8 9
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