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
651
$725K ﹤0.01%
+10,944
652
$712K ﹤0.01%
+15,784
653
$709K ﹤0.01%
+17,957
654
$704K ﹤0.01%
+15,687
655
$697K ﹤0.01%
+20,250
656
$696K ﹤0.01%
+20,509
657
$695K ﹤0.01%
+47,590
658
$685K ﹤0.01%
+105,600
659
$680K ﹤0.01%
+5,912
660
$672K ﹤0.01%
+13,940
661
$670K ﹤0.01%
+11,088
662
$666K ﹤0.01%
+6,660
663
$664K ﹤0.01%
+35,509
664
$660K ﹤0.01%
+50,560
665
$660K ﹤0.01%
+6,396
666
$660K ﹤0.01%
+38,420
667
$657K ﹤0.01%
+49,965
668
$649K ﹤0.01%
+76,366
669
$645K ﹤0.01%
+25,300
670
$643K ﹤0.01%
+6,234
671
$640K ﹤0.01%
+11,673
672
$636K ﹤0.01%
+4,535
673
$618K ﹤0.01%
+6,100
674
$604K ﹤0.01%
+36,925
675
$594K ﹤0.01%
+19,142
25 26
27
28 29