EVM
Eaton Vance Management Portfolio holdings
AUM
$67.5B
1-Year Return
11.44%
This Quarter Return
+4.35%
1 Year Return
-11.44%
3 Year Return
+49.66%
5 Year Return
+94.38%
10 Year Return
–
AUM
$34.7B
AUM Growth
+$418M
(+1.2%)
Cap. Flow
-$583M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
21.26%
Holding
995
New
50
Increased
255
Reduced
380
Closed
24
Top Buys
| 1 |
Fortive
FTV
|
+$125M |
| 2 |
Caterpillar
CAT
|
+$121M |
| 3 |
Apple
AAPL
|
+$114M |
| 4 |
Zimmer Biomet
ZBH
|
+$105M |
| 5 |
CELG
Celgene Corp
CELG
|
+$71M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$140M |
| 2 |
Equity Residential
EQR
|
+$127M |
| 3 |
Aflac
AFL
|
+$115M |
| 4 |
Mondelez International
MDLZ
|
+$107M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$96.4M |
Sector Composition
| 1 | Healthcare | 18.27% |
| 2 | Financials | 15.19% |
| 3 | Technology | 12.43% |
| 4 | Industrials | 9.83% |
| 5 | Consumer Discretionary | 9.71% |
