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
$37.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$158M
3
+$96.8M
4
APTV icon
Aptiv
APTV
+$86.7M
5
EBAY icon
eBay
EBAY
+$84.2M

Top Sells

1
+$139M
2
+$125M
3
+$123M
4
MDT icon
Medtronic
MDT
+$119M
5
CVX icon
Chevron
CVX
+$99.6M

Sector Composition

1 Financials 17.02%
2 Healthcare 16.09%
3 Technology 13.89%
4 Industrials 10.2%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.9M 0.07%
799,652
-209,570
227
$24.6M 0.07%
373,224
+106,018
228
$24.4M 0.07%
1,680,332
-3,260
229
$24.4M 0.07%
180,449
-15,205
230
$23.8M 0.06%
291,216
+102,473
231
$23.4M 0.06%
1,125,429
232
$22.9M 0.06%
383,049
-98
233
$22.6M 0.06%
+414,880
234
$22.5M 0.06%
367,217
+41,149
235
$22.2M 0.06%
424,090
+285,159
236
$22.2M 0.06%
205,525
+9,795
237
$21.9M 0.06%
524,046
238
$21.8M 0.06%
130,471
-41
239
$21.8M 0.06%
112,516
+37,528
240
$21.7M 0.06%
326,191
-3,252
241
$21.5M 0.06%
201,575
-1,360
242
$21.2M 0.06%
89,296
+9,828
243
$21.2M 0.06%
425,052
-1,844
244
$21M 0.06%
318,454
+171,162
245
$20.8M 0.06%
630,943
-24,368
246
$20.6M 0.06%
211,517
+3,850
247
$20.5M 0.06%
234,250
+12,080
248
$20.4M 0.05%
117,145
-12,440
249
$20.3M 0.05%
265,346
+88,768
250
$20.3M 0.05%
113,537
+975
8 9
10
11 12