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
$80.5B
AUM Growth
+$39.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1.05B
3
+$963M
4
JPM icon
JPMorgan Chase
JPM
+$905M
5
XOM icon
Exxon Mobil
XOM
+$904M

Top Sells

1
+$91.1M
2
+$64.4M
3
+$62.1M
4
GT icon
Goodyear
GT
+$56.2M
5
IPG
Interpublic Group of Companies
IPG
+$49M

Sector Composition

1 Financials 17.58%
2 Technology 15.92%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13.9M 0.02%
133,316
+66,658
452
$13.8M 0.02%
534,002
+267,001
453
$13.8M 0.02%
116,308
-3,324
454
$13.7M 0.02%
90,880
+45,440
455
$13.5M 0.02%
151,615
+75,397
456
$13.2M 0.02%
299,402
+149,701
457
$13.2M 0.02%
325,960
+162,969
458
$13M 0.02%
2,186,400
+1,093,200
459
$12.9M 0.02%
598,739
+316,582
460
$12.9M 0.02%
135,834
+68,970
461
$12.8M 0.02%
210,406
+102,853
462
$12.8M 0.02%
+772,971
463
$12.8M 0.02%
+140,000
464
$12.7M 0.02%
327,492
+163,746
465
$12.7M 0.02%
2,577,594
+1,288,797
466
$12.7M 0.02%
690,450
+13,174
467
$12.6M 0.02%
658,526
+329,388
468
$12.5M 0.02%
364,364
+182,182
469
$12.5M 0.02%
252,312
+128,702
470
$12.5M 0.02%
+284,788
471
$12.5M 0.02%
707,562
+347,646
472
$12.5M 0.02%
236,152
+115,702
473
$12.4M 0.02%
810,242
+231,197
474
$12.3M 0.02%
427,218
+227,238
475
$12.2M 0.02%
291,216
+145,608
17 18
19
20 21