EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$713M
2
+$710M
3
+$624M
4
PFE icon
Pfizer
PFE
+$615M
5
CVX icon
Chevron
CVX
+$593M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.91%
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
576
$1.09M ﹤0.01%
+10,550
577
$1.07M ﹤0.01%
+31,666
578
$1.07M ﹤0.01%
+28,850
579
$1.06M ﹤0.01%
+39,350
580
$1.06M ﹤0.01%
+13,654
581
$1.06M ﹤0.01%
+52,908
582
$1.05M ﹤0.01%
+28,323
583
$1.05M ﹤0.01%
+66,088
584
$1.04M ﹤0.01%
+54,113
585
$1.04M ﹤0.01%
+39,819
586
$1.04M ﹤0.01%
+57,086
587
$1.04M ﹤0.01%
+17,154
588
$1.03M ﹤0.01%
+65,451
589
$1.02M ﹤0.01%
+11,948
590
$1.02M ﹤0.01%
+67,000
591
$1.01M ﹤0.01%
+59,000
592
$1.01M ﹤0.01%
+20,978
593
$1.01M ﹤0.01%
+3,725
594
$1.01M ﹤0.01%
+11,614
595
$1.01M ﹤0.01%
+24,520
596
$1M ﹤0.01%
+61,822
597
$999K ﹤0.01%
+142,279
598
$997K ﹤0.01%
+41,070
599
$993K ﹤0.01%
+43,000
600
$983K ﹤0.01%
+27,568
22 23
24
25 26