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
$37.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$158M
3
+$96.8M
4
APTV icon
Aptiv
APTV
+$86.7M
5
EBAY icon
eBay
EBAY
+$84.2M

Top Sells

1
+$139M
2
+$125M
3
+$123M
4
MDT icon
Medtronic
MDT
+$119M
5
CVX icon
Chevron
CVX
+$99.6M

Sector Composition

1 Financials 17.02%
2 Healthcare 16.09%
3 Technology 13.89%
4 Industrials 10.2%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.36M 0.01%
59,735
502
$4.29M 0.01%
102,104
-103
503
$4.26M 0.01%
46,212
504
$4.25M 0.01%
72,390
-1,653
505
$4.25M 0.01%
117,915
-100,000
506
$4.24M 0.01%
100,017
507
$4.22M 0.01%
+78,944
508
$4.2M 0.01%
42,762
+106
509
$4.17M 0.01%
225,688
+215,198
510
$4.13M 0.01%
139,889
+6,676
511
$4.13M 0.01%
82,034
-190
512
$4.12M 0.01%
65,248
513
$4.11M 0.01%
62,990
514
$4.07M 0.01%
296,000
-35,368
515
$4.05M 0.01%
348,792
+88,000
516
$4M 0.01%
145,896
+87,484
517
$3.99M 0.01%
130,367
-264
518
$3.96M 0.01%
99,471
519
$3.94M 0.01%
60,584
+4,045
520
$3.91M 0.01%
39,088
521
$3.9M 0.01%
131,492
-1,388,739
522
$3.83M 0.01%
48,467
523
$3.8M 0.01%
62,769
524
$3.8M 0.01%
143,790
-6,357
525
$3.79M 0.01%
38,021
-941
19 20
21
22 23