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
$54.4B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$74.4M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$55.5M
5
BK icon
Bank of New York Mellon
BK
+$49.6M

Top Sells

1
+$99.1M
2
+$95.6M
3
+$62.1M
4
COP icon
ConocoPhillips
COP
+$55.5M
5
BAC icon
Bank of America
BAC
+$44.4M

Sector Composition

1 Technology 23.49%
2 Healthcare 15.02%
3 Financials 13.08%
4 Consumer Discretionary 12.77%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37.7M 0.07%
735,399
+320,336
252
$37.5M 0.07%
1,283,517
+994,660
253
$37.5M 0.07%
430,735
+7,623
254
$37.3M 0.07%
791,931
-22,063
255
$37.1M 0.07%
1,883,615
+247,716
256
$37M 0.07%
614,512
+45,184
257
$36.9M 0.07%
162,757
+6,452
258
$36.9M 0.07%
93,780
-42
259
$36.6M 0.07%
293,615
+27,412
260
$36.4M 0.07%
527,032
+60,891
261
$36M 0.07%
106,166
+763
262
$35.4M 0.07%
1,456,337
+132,230
263
$35.3M 0.06%
236,558
+59,298
264
$35.2M 0.06%
769,577
+101,611
265
$34.9M 0.06%
72,559
-16,710
266
$34.8M 0.06%
1,154,889
+140,810
267
$34.5M 0.06%
392,743
-63,788
268
$34.3M 0.06%
282,696
+227,819
269
$34.1M 0.06%
569,179
+35,665
270
$33.8M 0.06%
107,171
-4,970
271
$33.8M 0.06%
422,644
-19,361
272
$33.5M 0.06%
768,336
+78,440
273
$33.4M 0.06%
99,672
+10,475
274
$33.4M 0.06%
120,467
+7,986
275
$33.3M 0.06%
161,646
+1,242
9 10
11
12 13