EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$713M
2
+$710M
3
+$624M
4
PFE icon
Pfizer
PFE
+$615M
5
CVX icon
Chevron
CVX
+$593M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.91%
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
651
$712K ﹤0.01%
+15,784
652
$709K ﹤0.01%
+17,957
653
$704K ﹤0.01%
+15,687
654
$697K ﹤0.01%
+20,250
655
$696K ﹤0.01%
+20,509
656
$695K ﹤0.01%
+47,590
657
$685K ﹤0.01%
+105,600
658
$680K ﹤0.01%
+5,912
659
$672K ﹤0.01%
+13,940
660
$670K ﹤0.01%
+11,088
661
$666K ﹤0.01%
+6,660
662
$664K ﹤0.01%
+35,509
663
$660K ﹤0.01%
+38,420
664
$660K ﹤0.01%
+50,560
665
$660K ﹤0.01%
+6,396
666
$657K ﹤0.01%
+49,965
667
$649K ﹤0.01%
+76,366
668
$645K ﹤0.01%
+25,300
669
$643K ﹤0.01%
+6,234
670
$640K ﹤0.01%
+11,673
671
$636K ﹤0.01%
+4,535
672
$618K ﹤0.01%
+6,100
673
$604K ﹤0.01%
+36,925
674
$594K ﹤0.01%
+19,142
675
$593K ﹤0.01%
+27,629
25 26
27
28 29