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
501
$10.7M 0.01%
1,034,513
+517,256
502
$10.7M 0.01%
8,264
-9,842
503
$10.6M 0.01%
154,006
+76,967
504
$10.5M 0.01%
143,656
+71,828
505
$10.5M 0.01%
74,450
+38,104
506
$10.5M 0.01%
414,964
+207,482
507
$10.4M 0.01%
78,238
+39,119
508
$10.4M 0.01%
+165,440
509
$10.3M 0.01%
83,328
+39,181
510
$10.2M 0.01%
359,288
+234,818
511
$10.2M 0.01%
963,222
+481,611
512
$10.2M 0.01%
44,643
+22,321
513
$10.2M 0.01%
68,204
+28,464
514
$10.1M 0.01%
85,854
+42,927
515
$10.1M 0.01%
161,224
+82,128
516
$10.1M 0.01%
200,552
+100,276
517
$10.1M 0.01%
219,510
+98,125
518
$10M 0.01%
117,164
+58,582
519
$9.92M 0.01%
108,758
+56,861
520
$9.72M 0.01%
133,098
+61,276
521
$9.7M 0.01%
428,338
+214,169
522
$9.65M 0.01%
107,320
+53,660
523
$9.52M 0.01%
149,690
+78,690
524
$9.51M 0.01%
290,397
-30,313
525
$9.39M 0.01%
112,424
+56,212
19 20
21
22 23