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 16.04%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$620M 0.77%
18,407,562
+9,259,419
27
$603M 0.75%
10,420,176
+5,305,833
28
$593M 0.74%
7,861,148
+3,546,080
29
$590M 0.73%
31,791,144
+16,452,174
30
$583M 0.72%
12,192,784
+6,329,135
31
$570M 0.71%
7,366,918
+3,301,969
32
$532M 0.66%
8,975,886
+4,437,075
33
$519M 0.64%
2,829,143
+1,371,230
34
$493M 0.61%
5,902,634
+1,991,239
35
$491M 0.61%
5,500,440
+2,164,541
36
$477M 0.59%
11,695,836
+7,788,986
37
$471M 0.59%
5,431,146
+3,008,728
38
$467M 0.58%
1,855,038
+1,039,874
39
$459M 0.57%
6,396,570
+2,954,139
40
$442M 0.55%
5,575,830
+2,740,369
41
$441M 0.55%
3,214,418
+1,644,402
42
$438M 0.54%
7,313,122
+4,569,687
43
$432M 0.54%
4,157,516
+2,129,081
44
$429M 0.53%
1,788,384
+859,296
45
$427M 0.53%
12,503,530
+6,495,847
46
$424M 0.53%
10,149,598
+4,709,961
47
$408M 0.51%
70,508,480
+37,809,280
48
$406M 0.5%
4,337,334
+1,212,683
49
$405M 0.5%
1,890,924
+944,463
50
$400M 0.5%
4,021,100
+1,903,934
1
2
3 4 5