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
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$741M
3
+$624M
4
MSFT icon
Microsoft
MSFT
+$615M
5
PFE icon
Pfizer
PFE
+$591M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20%
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
601
$983K ﹤0.01%
+27,568
602
$983K ﹤0.01%
+11,212
603
$983K ﹤0.01%
+8,903
604
$971K ﹤0.01%
+14,550
605
$968K ﹤0.01%
+13,310
606
$956K ﹤0.01%
+19,092
607
$953K ﹤0.01%
+15,000
608
$951K ﹤0.01%
+102,572
609
$944K ﹤0.01%
+18,692
610
$943K ﹤0.01%
+26,490
611
$926K ﹤0.01%
+18,056
612
$920K ﹤0.01%
+16,880
613
$912K ﹤0.01%
+7,964
614
$908K ﹤0.01%
+29,519
615
$901K ﹤0.01%
+21,767
616
$893K ﹤0.01%
+12,266
617
$886K ﹤0.01%
+14,687
618
$886K ﹤0.01%
+22,150
619
$876K ﹤0.01%
+11,817
620
$874K ﹤0.01%
+21,500
621
$868K ﹤0.01%
+64,990
622
$862K ﹤0.01%
+18,315
623
$857K ﹤0.01%
+22,797
624
$852K ﹤0.01%
+24,716
625
$847K ﹤0.01%
+12,750
23 24
25
26 27