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
$80.5B
AUM Growth
+$39.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1.05B
3
+$963M
4
JPM icon
JPMorgan Chase
JPM
+$905M
5
XOM icon
Exxon Mobil
XOM
+$904M

Top Sells

1
+$91.1M
2
+$64.4M
3
+$62.1M
4
GT icon
Goodyear
GT
+$56.2M
5
IPG
Interpublic Group of Companies
IPG
+$49M

Sector Composition

1 Financials 17.58%
2 Technology 15.92%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28.2M 0.04%
184,274
+92,137
327
$28.2M 0.04%
379,310
+170,541
328
$28.2M 0.04%
385,256
+192,558
329
$28.1M 0.03%
716,048
+359,275
330
$28.1M 0.03%
595,870
+373,344
331
$28M 0.03%
372,036
+186,018
332
$27.9M 0.03%
199,060
+117,753
333
$27.9M 0.03%
630,902
+326,280
334
$27.5M 0.03%
1,567,362
+1,523,504
335
$27.4M 0.03%
865,755
+457,159
336
$27.1M 0.03%
1,364,468
+681,603
337
$27M 0.03%
669,468
+143,221
338
$26.9M 0.03%
186,554
+91,703
339
$26.4M 0.03%
307,250
+156,336
340
$26.4M 0.03%
1,079,706
+486,000
341
$26.4M 0.03%
411,102
+205,551
342
$26.4M 0.03%
641,924
+372,528
343
$26.1M 0.03%
22,306
+11,153
344
$26M 0.03%
357,254
+177,045
345
$25.9M 0.03%
218,574
+109,054
346
$25.6M 0.03%
111,423
+81,163
347
$25.5M 0.03%
527,238
+287,142
348
$25.4M 0.03%
400,000
+200,000
349
$25.4M 0.03%
604,968
+317,313
350
$25.3M 0.03%
543,687
-79,302
12 13
14
15 16