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
701
$467K ﹤0.01%
+8,300
702
$464K ﹤0.01%
+11,653
703
$457K ﹤0.01%
+23,000
704
$451K ﹤0.01%
+9,908
705
$444K ﹤0.01%
+12,752
706
$444K ﹤0.01%
+10,016
707
$443K ﹤0.01%
+8,800
708
$442K ﹤0.01%
+13,200
709
$440K ﹤0.01%
+9,000
710
$436K ﹤0.01%
+6,900
711
$428K ﹤0.01%
+10,200
712
$420K ﹤0.01%
+22,532
713
$420K ﹤0.01%
+5,000
714
$419K ﹤0.01%
+30,000
715
$418K ﹤0.01%
+11,457
716
$417K ﹤0.01%
+77,222
717
$412K ﹤0.01%
+6,760
718
$408K ﹤0.01%
+7,700
719
$402K ﹤0.01%
+4,250
720
$401K ﹤0.01%
+20,730
721
$398K ﹤0.01%
+3,100
722
$390K ﹤0.01%
+6,100
723
$390K ﹤0.01%
+25,997
724
$390K ﹤0.01%
+22,400
725
$388K ﹤0.01%
+10,500
27 28
29
30 31