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
$54.4B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$74.4M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$55.5M
5
BK icon
Bank of New York Mellon
BK
+$49.6M

Top Sells

1
+$99.1M
2
+$95.6M
3
+$62.1M
4
COP icon
ConocoPhillips
COP
+$55.5M
5
BAC icon
Bank of America
BAC
+$44.4M

Sector Composition

1 Technology 23.49%
2 Healthcare 15.02%
3 Financials 13.08%
4 Consumer Discretionary 12.77%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.2M 0.02%
241,739
-89,053
452
$11.2M 0.02%
59,255
+29,627
453
$11.2M 0.02%
670,994
+68
454
$11.1M 0.02%
327,044
-32,190
455
$11.1M 0.02%
8,264
456
$11.1M 0.02%
326,566
+4,384
457
$10.9M 0.02%
89,350
458
$10.9M 0.02%
191,875
+70,234
459
$10.9M 0.02%
246,418
-4,264
460
$10.8M 0.02%
743,793
+3,086
461
$10.8M 0.02%
50,499
462
$10.8M 0.02%
31,403
-11,881
463
$10.7M 0.02%
56,830
-25
464
$10.7M 0.02%
27,082
+1,067
465
$10.6M 0.02%
37,729
+400
466
$10.6M 0.02%
492,541
+17,319
467
$10.6M 0.02%
108,333
+536
468
$10.6M 0.02%
107,970
-118
469
$10.6M 0.02%
77,872
+19,327
470
$10.5M 0.02%
103,991
+8,058
471
$10.3M 0.02%
70,227
-2,510
472
$10.3M 0.02%
44,614
-2,027
473
$10.3M 0.02%
80,547
-1,692
474
$10.3M 0.02%
377,527
+334,628
475
$10.3M 0.02%
184,090
+32,361
17 18
19
20 21