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
526
$3.79M 0.01%
73,205
-212
527
$3.79M 0.01%
+90,468
528
$3.77M 0.01%
58,406
529
$3.75M 0.01%
82,761
-7,465
530
$3.69M 0.01%
40,100
+8,000
531
$3.67M 0.01%
+111,843
532
$3.63M 0.01%
71,000
533
$3.62M 0.01%
51,910
+1,800
534
$3.55M 0.01%
99,468
-488
535
$3.45M 0.01%
231,060
+7,200
536
$3.43M 0.01%
81,280
537
$3.4M 0.01%
82,356
+219
538
$3.37M 0.01%
223,475
-1,822
539
$3.36M 0.01%
25,376
-1,900
540
$3.35M 0.01%
+63,343
541
$3.32M 0.01%
68,823
-44
542
$3.32M 0.01%
70,727
543
$3.3M 0.01%
111,416
544
$3.26M 0.01%
188,014
545
$3.22M 0.01%
52,146
546
$3.22M 0.01%
49,097
547
$3.21M 0.01%
82,500
548
$3.21M 0.01%
54,880
549
$3.19M 0.01%
69,804
-857
550
$3.18M 0.01%
50,941
+10,000
20 21
22
23 24