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
626
$2.15M 0.01%
25,721
+1,500
627
$2.15M 0.01%
98,937
-7,329
628
$2.15M 0.01%
38,300
-187
629
$2.15M 0.01%
160,797
-987
630
$2.14M 0.01%
45,700
+25,972
631
$2.13M 0.01%
361,257
632
$2.13M 0.01%
28,571
+21,429
633
$2.09M 0.01%
75,404
634
$2.06M 0.01%
101,070
+9,299
635
$2.06M 0.01%
44,716
+31,373
636
$2.04M 0.01%
14,668
-645
637
$2.03M 0.01%
29,254
+7,380
638
$2.02M 0.01%
66,609
+14
639
$2.02M 0.01%
65,953
-15,249
640
$2M 0.01%
21,400
-46
641
$2M 0.01%
78,865
+7,686
642
$1.99M 0.01%
106,761
+5,945
643
$1.99M 0.01%
15,700
644
$1.97M 0.01%
43,671
645
$1.97M 0.01%
33,163
+215
646
$1.96M 0.01%
72,433
+42,465
647
$1.96M 0.01%
63,681
-333
648
$1.96M 0.01%
84,398
+28,496
649
$1.94M 0.01%
+28,676
650
$1.94M 0.01%
24,920
24 25
26
27 28