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
$33.2B
AUM Growth
-$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$224M
3
+$182M
4
RTX icon
RTX Corp
RTX
+$151M
5
XOM icon
Exxon Mobil
XOM
+$147M

Top Sells

1
+$209M
2
+$180M
3
+$160M
4
VZ icon
Verizon
VZ
+$132M
5
AMZN icon
Amazon
AMZN
+$120M

Sector Composition

1 Financials 16.25%
2 Healthcare 16.12%
3 Technology 13.81%
4 Industrials 10.35%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.12M 0.01%
37,646
-574
552
$2.12M 0.01%
178,870
-2
553
$2.1M 0.01%
44,929
+46
554
$2.09M 0.01%
8,165
555
$2.07M 0.01%
18,711
-365
556
$2.06M 0.01%
6,129
-51
557
$2.04M 0.01%
+4,515
558
$2.04M 0.01%
40,047
559
$2.03M 0.01%
54,708
-436
560
$1.99M 0.01%
39,741
+26,544
561
$1.99M 0.01%
+175,651
562
$1.98M 0.01%
45,511
-78,258
563
$1.95M 0.01%
25,315
564
$1.92M 0.01%
42,282
+3,669
565
$1.92M 0.01%
71,033
-1
566
$1.91M 0.01%
91,784
-1
567
$1.91M 0.01%
61,384
-1,396
568
$1.9M 0.01%
42,901
-400
569
$1.89M 0.01%
2,460
570
$1.89M 0.01%
24,406
-4,863
571
$1.89M 0.01%
64,040
-1,751
572
$1.89M 0.01%
43,004
573
$1.88M 0.01%
69,119
-75,114
574
$1.87M 0.01%
31,200
575
$1.86M 0.01%
68,898
21 22
23
24 25