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
$80.5B
AUM Growth
+$39.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1.05B
3
+$963M
4
JPM icon
JPMorgan Chase
JPM
+$905M
5
XOM icon
Exxon Mobil
XOM
+$904M

Top Sells

1
+$91.1M
2
+$64.4M
3
+$62.1M
4
GT icon
Goodyear
GT
+$56.2M
5
IPG
Interpublic Group of Companies
IPG
+$49M

Sector Composition

1 Financials 17.58%
2 Technology 15.92%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6.72M 0.01%
111,630
+55,582
602
$6.72M 0.01%
396,840
+193,614
603
$6.71M 0.01%
85,142
+42,571
604
$6.59M 0.01%
354,244
+183,685
605
$6.55M 0.01%
105,890
+52,945
606
$6.54M 0.01%
43,058
+24,504
607
$6.52M 0.01%
169,172
+84,586
608
$6.51M 0.01%
126,224
+64,612
609
$6.49M 0.01%
51,650
+18,365
610
$6.45M 0.01%
165,000
+82,500
611
$6.43M 0.01%
32,390
+28,390
612
$6.43M 0.01%
187,434
+93,717
613
$6.39M 0.01%
359,970
+99,540
614
$6.37M 0.01%
+310,000
615
$6.33M 0.01%
143,112
+79,191
616
$6.28M 0.01%
116,812
+58,406
617
$6.22M 0.01%
128,482
+86,854
618
$6.14M 0.01%
70,645
+32,231
619
$6.08M 0.01%
116,938
+58,469
620
$6.07M 0.01%
161,162
+79,366
621
$6.06M 0.01%
49,057
-9,324
622
$6.04M 0.01%
164,674
+80,696
623
$6.03M 0.01%
79,624
+39,812
624
$6.01M 0.01%
156,071
+82,589
625
$5.96M 0.01%
52,030
+26,015
23 24
25
26 27