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
551
$3.17M 0.01%
143,603
+44,344
552
$3.17M 0.01%
85,766
553
$3.16M 0.01%
114,624
+10
554
$3.13M 0.01%
44,930
-24,458
555
$3.13M 0.01%
+39,430
556
$3.08M 0.01%
93,335
557
$3.07M 0.01%
94,945
-7,275
558
$3.02M 0.01%
+39,476
559
$3.02M 0.01%
124,406
560
$2.97M 0.01%
57,118
-303
561
$2.95M 0.01%
55,270
+800
562
$2.92M 0.01%
+145,180
563
$2.92M 0.01%
32,942
-2,966
564
$2.91M 0.01%
199,972
565
$2.86M 0.01%
25,786
566
$2.84M 0.01%
36,898
-4,313
567
$2.84M 0.01%
24,954
-3,164
568
$2.84M 0.01%
66,161
569
$2.82M 0.01%
30,926
-14,350
570
$2.82M 0.01%
+101,500
571
$2.82M 0.01%
204,567
-15,485
572
$2.81M 0.01%
37,200
573
$2.79M 0.01%
56,112
-2,500
574
$2.78M 0.01%
57,856
+1
575
$2.78M 0.01%
175,853
-896
21 22
23
24 25