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
601
$2.4M 0.01%
47,603
+241
602
$2.37M 0.01%
24,142
-2,371
603
$2.36M 0.01%
17,282
-85
604
$2.34M 0.01%
+38,318
605
$2.33M 0.01%
37,381
+7,200
606
$2.33M 0.01%
166,000
607
$2.32M 0.01%
73,320
608
$2.32M 0.01%
49,478
609
$2.31M 0.01%
33,430
+100
610
$2.31M 0.01%
39,812
-20,931
611
$2.3M 0.01%
35,623
612
$2.29M 0.01%
28,371
613
$2.29M 0.01%
51,605
-2,213
614
$2.28M 0.01%
12,233
+6,800
615
$2.27M 0.01%
95,637
616
$2.27M 0.01%
29,882
617
$2.27M 0.01%
238,722
+3,156
618
$2.27M 0.01%
72,879
-774
619
$2.24M 0.01%
48,149
-18,339
620
$2.24M 0.01%
80,031
+31
621
$2.23M 0.01%
16,752
+34
622
$2.21M 0.01%
25,535
-143
623
$2.18M 0.01%
153,095
-17,504
624
$2.17M 0.01%
10,902
625
$2.15M 0.01%
9,074
-2,663
23 24
25
26 27