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
376
$5.93M 0.02%
76,802
+940
377
$5.91M 0.02%
180,150
-1,870
378
$5.89M 0.02%
169,303
-2
379
$5.86M 0.02%
923,100
380
$5.85M 0.02%
103,303
-21,356
381
$5.79M 0.02%
98,192
+800
382
$5.76M 0.02%
63,157
+31,338
383
$5.74M 0.02%
102,097
-1,165
384
$5.72M 0.02%
47,347
+5,048
385
$5.71M 0.02%
200,590
-6,900
386
$5.67M 0.02%
185,135
+10,653
387
$5.64M 0.02%
122,352
-36,754
388
$5.51M 0.02%
+156,683
389
$5.48M 0.02%
104,225
+17,359
390
$5.46M 0.02%
21,851
+3,653
391
$5.45M 0.02%
154,200
392
$5.37M 0.02%
167,497
-5,380
393
$5.36M 0.02%
901,110
-320,390
394
$5.35M 0.02%
+158,500
395
$5.31M 0.02%
82,373
-39,215
396
$5.3M 0.02%
56,993
-46,698
397
$5.27M 0.02%
124,545
+5,173
398
$5.25M 0.02%
159,000
+30,000
399
$5.25M 0.02%
25,429
+3,033
400
$5.23M 0.02%
136,196
+30,867
14 15
16
17 18