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
551
$1.3M ﹤0.01%
+35,500
552
$1.29M ﹤0.01%
+52,520
553
$1.28M ﹤0.01%
+53,078
554
$1.28M ﹤0.01%
+56,796
555
$1.27M ﹤0.01%
+18,895
556
$1.26M ﹤0.01%
+45,160
557
$1.25M ﹤0.01%
+188,169
558
$1.25M ﹤0.01%
+21,586
559
$1.23M ﹤0.01%
+43,552
560
$1.22M ﹤0.01%
+20,436
561
$1.21M ﹤0.01%
+145,027
562
$1.19M ﹤0.01%
+20,467
563
$1.19M ﹤0.01%
+31,600
564
$1.19M ﹤0.01%
+26,292
565
$1.18M ﹤0.01%
+23,290
566
$1.18M ﹤0.01%
+56,700
567
$1.18M ﹤0.01%
+97,082
568
$1.17M ﹤0.01%
+14,073
569
$1.15M ﹤0.01%
+42,558
570
$1.14M ﹤0.01%
+2,985
571
$1.14M ﹤0.01%
+43,045
572
$1.14M ﹤0.01%
+45,800
573
$1.13M ﹤0.01%
+17,321
574
$1.12M ﹤0.01%
+31,924
575
$1.12M ﹤0.01%
+80,973
21 22
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24 25