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
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$741M
3
+$624M
4
MSFT icon
Microsoft
MSFT
+$615M
5
PFE icon
Pfizer
PFE
+$591M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20%
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
251
$12.5M 0.04%
+55,432
252
$12.4M 0.04%
+130,559
253
$12.4M 0.04%
+250,600
254
$12.2M 0.04%
+199,488
255
$12.2M 0.04%
+330,800
256
$11.5M 0.04%
+307,403
257
$11.5M 0.03%
+216,102
258
$11.3M 0.03%
+366,276
259
$11.2M 0.03%
+189,450
260
$10.8M 0.03%
+185,358
261
$10.8M 0.03%
+199,746
262
$10.7M 0.03%
+42,415
263
$10.5M 0.03%
+250,200
264
$10.5M 0.03%
+630,616
265
$10.4M 0.03%
+216,326
266
$10.3M 0.03%
+162,267
267
$10.1M 0.03%
+228,054
268
$9.79M 0.03%
+254,478
269
$9.77M 0.03%
+117,478
270
$9.7M 0.03%
+154,333
271
$9.67M 0.03%
+100,269
272
$9.53M 0.03%
+223,948
273
$9.41M 0.03%
+120,087
274
$9.4M 0.03%
+83,554
275
$9.38M 0.03%
+129,919
9 10
11
12 13