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
51
$227M 0.69%
+7,961,498
52
$222M 0.67%
+4,061,628
53
$217M 0.66%
+6,830,008
54
$216M 0.65%
+8,077,659
55
$215M 0.65%
+2,696,129
56
$214M 0.65%
+2,618,739
57
$211M 0.64%
+15,170,160
58
$201M 0.61%
+2,242,571
59
$194M 0.59%
+4,044,656
60
$193M 0.59%
+7,721,144
61
$193M 0.58%
+2,549,313
62
$187M 0.57%
+7,679,810
63
$186M 0.56%
+1,683,969
64
$186M 0.56%
+2,410,452
65
$184M 0.56%
+1,860,590
66
$172M 0.52%
+4,945,104
67
$171M 0.52%
+7,849,420
68
$169M 0.51%
+5,147,734
69
$164M 0.5%
+3,666,397
70
$163M 0.49%
+2,920,497
71
$160M 0.49%
+6,450,804
72
$150M 0.45%
+3,004,569
73
$149M 0.45%
+2,301,044
74
$142M 0.43%
+2,823,396
75
$140M 0.43%
+1,330,654
1 2
3
4 5