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
576
$1.85M 0.01%
+45,394
577
$1.84M 0.01%
14,832
-1,918
578
$1.84M 0.01%
35,332
579
$1.82M 0.01%
93,087
-5,521
580
$1.8M 0.01%
45,160
581
$1.78M 0.01%
126,739
+2,280
582
$1.77M 0.01%
44,986
+5,002
583
$1.76M 0.01%
75,837
+690
584
$1.75M 0.01%
+14,000
585
$1.73M 0.01%
38,945
-39,043
586
$1.7M 0.01%
38,760
-414
587
$1.69M 0.01%
29,464
588
$1.68M 0.01%
27,147
589
$1.68M 0.01%
34,320
-1,408
590
$1.68M 0.01%
15,700
-36
591
$1.64M ﹤0.01%
15,691
592
$1.59M ﹤0.01%
35,850
+9,600
593
$1.59M ﹤0.01%
52,585
+100
594
$1.58M ﹤0.01%
17,504
+1,375
595
$1.54M ﹤0.01%
42,558
596
$1.53M ﹤0.01%
37,980
-3
597
$1.52M ﹤0.01%
19,884
+500
598
$1.52M ﹤0.01%
66,512
+2,512
599
$1.52M ﹤0.01%
46,281
+228
600
$1.51M ﹤0.01%
32,461
+7,850
22 23
24
25 26