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
476
$12.1M 0.02%
205,454
+97,231
477
$12.1M 0.02%
685,130
+340,993
478
$12.1M 0.02%
490,242
+236,919
479
$12M 0.01%
152,880
+101,491
480
$12M 0.01%
295,140
+159,708
481
$12M 0.01%
300,000
+225,000
482
$12M 0.01%
220,264
+110,145
483
$11.9M 0.01%
874,464
+437,556
484
$11.8M 0.01%
252,528
+126,264
485
$11.8M 0.01%
4,688
+3,092
486
$11.8M 0.01%
222,470
+111,235
487
$11.6M 0.01%
322,092
+131,348
488
$11.5M 0.01%
+196,024
489
$11.5M 0.01%
523,848
+186,774
490
$11.4M 0.01%
116,252
+100,252
491
$11.3M 0.01%
146,472
+73,184
492
$11.2M 0.01%
228,734
+113,351
493
$11.2M 0.01%
117,546
+52,187
494
$11.2M 0.01%
146,104
+91,096
495
$11.1M 0.01%
192,192
+96,011
496
$11.1M 0.01%
2,520,506
+1,260,253
497
$11M 0.01%
1,339,240
+669,620
498
$11M 0.01%
+2,080,537
499
$10.7M 0.01%
62,738
+31,369
500
$10.7M 0.01%
163,582
+81,791
18 19
20
21 22