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
$38.5B
AUM Growth
-$6.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$100M
3
+$85.1M
4
EOG icon
EOG Resources
EOG
+$74.6M
5
ABT icon
Abbott
ABT
+$71.2M

Top Sells

1
+$105M
2
+$83.9M
3
+$82.6M
4
XOM icon
Exxon Mobil
XOM
+$73.7M
5
CSX icon
CSX Corp
CSX
+$57.2M

Sector Composition

1 Technology 16.78%
2 Healthcare 16.5%
3 Financials 15.73%
4 Consumer Discretionary 11.3%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.61M 0.01%
386,184
577
$3.6M 0.01%
45,811
578
$3.59M 0.01%
162,622
+6,553
579
$3.52M 0.01%
79,011
+237
580
$3.51M 0.01%
+204,572
581
$3.5M 0.01%
2,344
582
$3.46M 0.01%
77,951
+1,169
583
$3.44M 0.01%
67,144
+441
584
$3.44M 0.01%
26,748
-10
585
$3.43M 0.01%
98,425
-7,178
586
$3.42M 0.01%
98,720
+9,224
587
$3.42M 0.01%
249,639
588
$3.41M 0.01%
139,000
589
$3.41M 0.01%
157,436
590
$3.39M 0.01%
44,272
+104
591
$3.38M 0.01%
89,306
-32,911
592
$3.38M 0.01%
+425,663
593
$3.37M 0.01%
69,616
594
$3.37M 0.01%
76,195
+10,488
595
$3.33M 0.01%
62,500
596
$3.32M 0.01%
56,212
597
$3.32M 0.01%
48,435
598
$3.29M 0.01%
173,902
+657
599
$3.28M 0.01%
1,347
+215
600
$3.24M 0.01%
+88,121
22 23
24
25 26