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 16.04%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399M 0.5%
6,476,894
+3,205,711
52
$399M 0.49%
3,807,966
+2,138,425
53
$396M 0.49%
2,321,362
+1,097,075
54
$391M 0.49%
2,074,876
+1,009,983
55
$389M 0.48%
4,054,978
+2,074,184
56
$383M 0.48%
2,483,768
+1,199,880
57
$380M 0.47%
1,759,612
+863,927
58
$378M 0.47%
5,971,188
+2,918,951
59
$377M 0.47%
23,622,208
+11,811,104
60
$375M 0.47%
2,544,852
+1,214,709
61
$373M 0.46%
8,143,318
+3,544,503
62
$370M 0.46%
7,334,926
+3,031,023
63
$369M 0.46%
18,860,976
+7,760,152
64
$368M 0.46%
2,350,104
+1,181,323
65
$367M 0.46%
8,458,464
+4,123,174
66
$360M 0.45%
5,005,240
+2,223,031
67
$359M 0.45%
13,129,234
+8,516,394
68
$358M 0.45%
8,356,926
+4,340,217
69
$348M 0.43%
3,054,376
-203,779
70
$342M 0.42%
4,308,614
+2,185,081
71
$332M 0.41%
1,965,480
+849,470
72
$323M 0.4%
5,802,260
+2,471,668
73
$322M 0.4%
6,849,252
+3,892,521
74
$321M 0.4%
5,147,728
+1,992,056
75
$319M 0.4%
7,033,438
+4,997,836
1 2
3
4 5