EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.3B
AUM Growth
+$8.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,366
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$163M
3
+$128M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$115M
5
TRV icon
Travelers Companies
TRV
+$68.7M

Top Sells

1
+$172M
2
+$118M
3
+$105M
4
MSFT icon
Microsoft
MSFT
+$102M
5
DIS icon
Walt Disney
DIS
+$98.4M

Sector Composition

1 Technology 23.26%
2 Healthcare 15.38%
3 Financials 13.6%
4 Consumer Discretionary 12.12%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.96M 0.02%
121,941
-2,166
477
$8.95M 0.02%
95,933
+6,090
478
$8.78M 0.02%
180,066
+80,066
479
$8.75M 0.02%
37,329
-2
480
$8.72M 0.02%
124,379
-9,919
481
$8.7M 0.02%
172,570
-250
482
$8.52M 0.02%
213,924
+78
483
$8.5M 0.02%
112,223
+21,074
484
$8.46M 0.02%
44,036
-887
485
$8.41M 0.02%
+297,506
486
$8.41M 0.02%
1,034,688
487
$8.35M 0.02%
153,672
+1,309
488
$8.33M 0.02%
75,178
-74
489
$8.32M 0.02%
68,235
-8,952
490
$8.28M 0.02%
288,857
+2,432
491
$8.25M 0.02%
+116,986
492
$8.17M 0.02%
+346,146
493
$8.16M 0.02%
617,678
+2,099
494
$8.15M 0.02%
54,586
-59,154
495
$8.13M 0.02%
102,450
-2,914
496
$8.08M 0.02%
1,329,230
+3,472
497
$8.04M 0.02%
300,855
+36,087
498
$7.92M 0.02%
498,718
-18,760
499
$7.89M 0.02%
282,681
-31
500
$7.89M 0.02%
174,504
+11
18 19
20
21 22