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
251
$20.3M 0.05%
216,220
+37,837
252
$19.6M 0.05%
376,863
+176,393
253
$19.1M 0.05%
240,159
-47
254
$19.1M 0.05%
838,202
-419,102
255
$18.8M 0.05%
539,787
+219,285
256
$18.8M 0.05%
431,268
+65,398
257
$18.7M 0.05%
373,744
-2,912
258
$18.5M 0.05%
356,267
+223,095
259
$18.3M 0.05%
88,996
+77,278
260
$18.2M 0.05%
47,027
-21,401
261
$18.2M 0.05%
246,494
-45,097
262
$18.2M 0.05%
850,995
-34,323
263
$17.8M 0.05%
186,000
264
$17.7M 0.05%
296,799
+47,276
265
$17.6M 0.05%
282,505
-6,698
266
$17.5M 0.05%
204,251
+34,066
267
$17.3M 0.05%
168,461
-230
268
$17.1M 0.05%
588,649
+218,231
269
$17M 0.05%
228,804
+85,228
270
$16.8M 0.05%
12,300
271
$16.8M 0.05%
608,422
-10,235
272
$16.8M 0.05%
205,823
-2,076
273
$16.8M 0.05%
194,456
-15,609
274
$16.7M 0.04%
322,111
-829
275
$16.3M 0.04%
222,957
-811
9 10
11
12 13