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
$33.9B
AUM Growth
-$914M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$118M
3
+$105M
4
MO icon
Altria Group
MO
+$102M
5
EMR icon
Emerson Electric
EMR
+$98.6M

Top Sells

1
+$417M
2
+$203M
3
+$165M
4
UNP icon
Union Pacific
UNP
+$113M
5
PFE icon
Pfizer
PFE
+$99.8M

Sector Composition

1 Financials 18.99%
2 Healthcare 13.89%
3 Industrials 12.41%
4 Technology 12.21%
5 Energy 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.36M 0.02%
97,332
+1,620
377
$5.32M 0.02%
115,833
-136
378
$5.31M 0.02%
+122,940
379
$5.3M 0.02%
876,897
380
$5.29M 0.02%
374,265
-735
381
$5.2M 0.02%
135,000
+118,155
382
$5.15M 0.02%
35,465
-844
383
$5.12M 0.02%
178,546
-459,603
384
$5.12M 0.02%
36,658
-57
385
$5.07M 0.01%
269,465
-9,069
386
$5.06M 0.01%
211,486
-2,838
387
$5.02M 0.01%
64,802
+2,110
388
$4.9M 0.01%
136,294
-240
389
$4.89M 0.01%
92,918
-872
390
$4.85M 0.01%
24,237
-861
391
$4.84M 0.01%
95,639
-143,050
392
$4.83M 0.01%
225,000
393
$4.82M 0.01%
98,276
+20
394
$4.8M 0.01%
327,155
+16,757
395
$4.79M 0.01%
95,731
-17,251
396
$4.76M 0.01%
32,177
+42
397
$4.75M 0.01%
31,936
-20
398
$4.73M 0.01%
77,956
-19,054
399
$4.73M 0.01%
89,250
400
$4.71M 0.01%
43,938
-1,218
14 15
16
17 18