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
651
$1.92M 0.01%
90,765
-771,440
652
$1.9M 0.01%
25,524
-245
653
$1.9M 0.01%
47,865
+4,011
654
$1.9M 0.01%
150,000
655
$1.88M 0.01%
63,618
656
$1.87M 0.01%
+11,297
657
$1.86M 0.01%
112,500
658
$1.85M 0.01%
27,010
-22,187
659
$1.83M ﹤0.01%
25,893
+3,662
660
$1.83M ﹤0.01%
15,441
-2,625
661
$1.83M ﹤0.01%
25,158
-5,343
662
$1.81M ﹤0.01%
17,752
+500
663
$1.8M ﹤0.01%
27,065
+4
664
$1.79M ﹤0.01%
16,090
+436
665
$1.77M ﹤0.01%
+96,887
666
$1.77M ﹤0.01%
49,967
+300
667
$1.76M ﹤0.01%
85,288
668
$1.75M ﹤0.01%
56,113
+5,822
669
$1.75M ﹤0.01%
+28,764
670
$1.75M ﹤0.01%
23,870
671
$1.74M ﹤0.01%
14,469
672
$1.72M ﹤0.01%
14,928
-164
673
$1.72M ﹤0.01%
+27,063
674
$1.68M ﹤0.01%
15,125
-4,500
675
$1.68M ﹤0.01%
21,972
+11,700
25 26
27
28 29