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
$33.2B
AUM Growth
-$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$224M
3
+$182M
4
RTX icon
RTX Corp
RTX
+$151M
5
XOM icon
Exxon Mobil
XOM
+$147M

Top Sells

1
+$209M
2
+$180M
3
+$160M
4
VZ icon
Verizon
VZ
+$132M
5
AMZN icon
Amazon
AMZN
+$120M

Sector Composition

1 Financials 16.25%
2 Healthcare 16.12%
3 Technology 13.81%
4 Industrials 10.35%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.5M 0.02%
166,097
-1
352
$7.49M 0.02%
129,846
-57
353
$7.37M 0.02%
133,530
+26,290
354
$7.29M 0.02%
105,959
-66
355
$7.27M 0.02%
61,177
-1,058
356
$7.2M 0.02%
153,404
+31,482
357
$7.17M 0.02%
65,667
+1,949
358
$7.13M 0.02%
56,138
+428
359
$7.11M 0.02%
217,594
-2,154
360
$6.96M 0.02%
340,150
+129,916
361
$6.9M 0.02%
140,083
362
$6.82M 0.02%
350,463
+2,685
363
$6.7M 0.02%
88,460
364
$6.62M 0.02%
293,483
+199
365
$6.48M 0.02%
109,828
-9,864
366
$6.4M 0.02%
145,977
-37,337
367
$6.33M 0.02%
37,803
-1,411
368
$6.32M 0.02%
142,240
-311
369
$6.29M 0.02%
119,660
+32,675
370
$6.24M 0.02%
71,210
371
$6.2M 0.02%
272,768
372
$6.02M 0.02%
365,526
+95,601
373
$6M 0.02%
120,760
-27,070
374
$5.98M 0.02%
144,354
+127,000
375
$5.95M 0.02%
93,679
+215
13 14
15
16 17