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
$49.3B
AUM Growth
+$8.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,366
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$159M
3
+$125M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$120M
5
TRV icon
Travelers Companies
TRV
+$74.3M

Top Sells

1
+$170M
2
+$139M
3
+$114M
4
PGR icon
Progressive
PGR
+$108M
5
DIS icon
Walt Disney
DIS
+$99.4M

Sector Composition

1 Technology 23.26%
2 Healthcare 15.38%
3 Financials 13.6%
4 Consumer Discretionary 12.12%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.23M 0.01%
53,816
+480
702
$3.2M 0.01%
16,462
703
$3.18M 0.01%
1,792
-4
704
$3.17M 0.01%
35,754
+93
705
$3.15M 0.01%
19,190
+3,565
706
$3.13M 0.01%
119,536
707
$3.12M 0.01%
53,153
-82
708
$3.11M 0.01%
191,118
+390
709
$3.11M 0.01%
68,548
+80
710
$3.1M 0.01%
23,015
+8,250
711
$3.09M 0.01%
94,603
+1,103
712
$3.09M 0.01%
47,676
+25,013
713
$3.08M 0.01%
110,479
714
$3.07M 0.01%
155,268
-21
715
$3.07M 0.01%
51,373
-73,543
716
$3.06M 0.01%
117,840
+4,814
717
$3.05M 0.01%
37,051
-82
718
$3.03M 0.01%
99,675
+896
719
$3.02M 0.01%
81,992
+951
720
$3.01M 0.01%
25,602
+41
721
$2.98M 0.01%
30,388
+42
722
$2.98M 0.01%
+167,117
723
$2.96M 0.01%
178,000
724
$2.95M 0.01%
50,234
+11
725
$2.92M 0.01%
529,479
+366
27 28
29
30 31