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
426
$4.04M 0.01%
140,722
+266
427
$4.02M 0.01%
111,266
-3,126
428
$3.98M 0.01%
103,501
-5,588
429
$3.98M 0.01%
+46,177
430
$3.95M 0.01%
82,500
+17,500
431
$3.88M 0.01%
83,355
-215
432
$3.81M 0.01%
53,630
+76
433
$3.81M 0.01%
67,145
+15,217
434
$3.78M 0.01%
77,223
-2,146
435
$3.69M 0.01%
69,218
-831
436
$3.69M 0.01%
53,309
+2,627
437
$3.68M 0.01%
80,514
-26,612
438
$3.67M 0.01%
61,530
-12,560
439
$3.62M 0.01%
90,366
+18
440
$3.59M 0.01%
+157,700
441
$3.56M 0.01%
134,843
+27
442
$3.53M 0.01%
100,959
-11,030
443
$3.47M 0.01%
173,733
-3,469
444
$3.45M 0.01%
74,927
-360
445
$3.44M 0.01%
171,696
+63,666
446
$3.4M 0.01%
79,087
+19,282
447
$3.37M 0.01%
27,448
-9,243
448
$3.33M 0.01%
86,068
+45,344
449
$3.28M 0.01%
132,851
-3,568
450
$3.26M 0.01%
66,629
+29
16 17
18
19 20