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
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$741M
3
+$624M
4
MSFT icon
Microsoft
MSFT
+$615M
5
PFE icon
Pfizer
PFE
+$591M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20%
2 Healthcare 12.55%
3 Technology 12.44%
4 Industrials 11.99%
5 Energy 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.49M ﹤0.01%
+32,500
527
$1.49M ﹤0.01%
+164,016
528
$1.48M ﹤0.01%
+28,328
529
$1.47M ﹤0.01%
+8,980
530
$1.46M ﹤0.01%
+20,630
531
$1.45M ﹤0.01%
+30,019
532
$1.45M ﹤0.01%
+43,867
533
$1.45M ﹤0.01%
+96,384
534
$1.43M ﹤0.01%
+22,410
535
$1.43M ﹤0.01%
+18,800
536
$1.4M ﹤0.01%
+81,628
537
$1.39M ﹤0.01%
+151,071
538
$1.39M ﹤0.01%
+38,885
539
$1.39M ﹤0.01%
+114,078
540
$1.38M ﹤0.01%
+5,368
541
$1.38M ﹤0.01%
+36,304
542
$1.36M ﹤0.01%
+44,414
543
$1.36M ﹤0.01%
+57,621
544
$1.35M ﹤0.01%
+117,584
545
$1.34M ﹤0.01%
+119,262
546
$1.34M ﹤0.01%
+8,420
547
$1.34M ﹤0.01%
+43,366
548
$1.33M ﹤0.01%
+79,087
549
$1.31M ﹤0.01%
+94,891
550
$1.31M ﹤0.01%
+34,650
20 21
22
23 24