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
$37.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$158M
3
+$96.8M
4
APTV icon
Aptiv
APTV
+$86.7M
5
EBAY icon
eBay
EBAY
+$84.2M

Top Sells

1
+$139M
2
+$125M
3
+$123M
4
MDT icon
Medtronic
MDT
+$119M
5
CVX icon
Chevron
CVX
+$99.6M

Sector Composition

1 Financials 17.02%
2 Healthcare 16.09%
3 Technology 13.89%
4 Industrials 10.2%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.83M 0.02%
71,480
+3,345
452
$5.8M 0.02%
852,040
453
$5.79M 0.02%
127,137
+8,581
454
$5.78M 0.02%
55,714
-8,373
455
$5.77M 0.02%
320,820
+4,395
456
$5.67M 0.02%
67,939
-17,379
457
$5.66M 0.02%
200,000
458
$5.63M 0.02%
669,620
459
$5.62M 0.02%
138,162
+59,389
460
$5.53M 0.01%
135,429
-8,702
461
$5.53M 0.01%
149,701
462
$5.46M 0.01%
95,598
-1,456
463
$5.46M 0.01%
39,682
+30,812
464
$5.44M 0.01%
344,541
+13,650
465
$5.41M 0.01%
16,526
-335
466
$5.41M 0.01%
26,186
-8,469
467
$5.39M 0.01%
100,323
468
$5.39M 0.01%
289,792
+249,034
469
$5.38M 0.01%
62,737
-1,999
470
$5.36M 0.01%
50,408
471
$5.33M 0.01%
58,051
472
$5.3M 0.01%
172,729
473
$5.27M 0.01%
186,000
474
$5.21M 0.01%
58,367
-5,540
475
$5.21M 0.01%
417,605
17 18
19
20 21