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
651
$5.4M 0.01%
64,048
+32,202
652
$5.38M 0.01%
33,336
+16,508
653
$5.36M 0.01%
504,288
+276,444
654
$5.35M 0.01%
140,864
+60,432
655
$5.28M 0.01%
610,244
+305,122
656
$5.22M 0.01%
128,846
+64,602
657
$5.22M 0.01%
204,373
-103,853
658
$5.21M 0.01%
130,835
-4,831
659
$5.2M 0.01%
129,844
+55,747
660
$5.14M 0.01%
51,454
+26,546
661
$5.12M 0.01%
44,106
+22,044
662
$5.1M 0.01%
225,000
+112,500
663
$5.1M 0.01%
18,058
+8,524
664
$5.07M 0.01%
73,570
+29,865
665
$5.05M 0.01%
444,160
+222,080
666
$5.04M 0.01%
158,512
+75,943
667
$5.04M 0.01%
94,434
+45,251
668
$5.03M 0.01%
20,912
+10,408
669
$5.03M 0.01%
159,752
+80,073
670
$4.99M 0.01%
53,318
+25,588
671
$4.96M 0.01%
180,000
+90,000
672
$4.96M 0.01%
32,170
+14,907
673
$4.95M 0.01%
36,160
+18,688
674
$4.93M 0.01%
44,922
+22,368
675
$4.92M 0.01%
97,148
+54,504
25 26
27
28 29