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
$33.9B
AUM Growth
-$914M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$118M
3
+$105M
4
MO icon
Altria Group
MO
+$102M
5
EMR icon
Emerson Electric
EMR
+$98.6M

Top Sells

1
+$417M
2
+$203M
3
+$165M
4
UNP icon
Union Pacific
UNP
+$113M
5
PFE icon
Pfizer
PFE
+$99.8M

Sector Composition

1 Financials 18.99%
2 Healthcare 13.89%
3 Industrials 12.41%
4 Technology 12.21%
5 Energy 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.81M 0.01%
45,501
-1,299
552
$1.8M 0.01%
55,665
-1,610
553
$1.8M 0.01%
25,621
-24,473
554
$1.79M 0.01%
34,453
-300
555
$1.78M 0.01%
68,458
556
$1.77M 0.01%
36,994
-36,171
557
$1.77M 0.01%
56,662
-1,742
558
$1.76M 0.01%
61,822
559
$1.75M 0.01%
+51,000
560
$1.73M 0.01%
27,218
-594
561
$1.72M 0.01%
5,484
+1
562
$1.72M 0.01%
85,827
-16,711
563
$1.72M 0.01%
10,090
564
$1.71M 0.01%
46,430
-310
565
$1.68M 0.01%
+14,200
566
$1.68M 0.01%
19,101
+5,027
567
$1.67M ﹤0.01%
32,955
+113
568
$1.65M ﹤0.01%
37,552
-11,961
569
$1.65M ﹤0.01%
121,402
-3,430
570
$1.65M ﹤0.01%
28,415
-8,810
571
$1.64M ﹤0.01%
70,638
-1,706
572
$1.64M ﹤0.01%
18,797
-919
573
$1.62M ﹤0.01%
28,304
-4
574
$1.61M ﹤0.01%
29,838
-11,383
575
$1.6M ﹤0.01%
64,823
-1,613
21 22
23
24 25