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
$37.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$158M
3
+$96.8M
4
APTV icon
Aptiv
APTV
+$86.7M
5
EBAY icon
eBay
EBAY
+$84.2M

Top Sells

1
+$139M
2
+$125M
3
+$123M
4
MDT icon
Medtronic
MDT
+$119M
5
CVX icon
Chevron
CVX
+$99.6M

Sector Composition

1 Financials 17.02%
2 Healthcare 16.09%
3 Technology 13.89%
4 Industrials 10.2%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.14M ﹤0.01%
+11,663
752
$1.13M ﹤0.01%
22,676
-297
753
$1.13M ﹤0.01%
6,000
-17
754
$1.1M ﹤0.01%
47,524
-1,000
755
$1.1M ﹤0.01%
9,052
756
$1.1M ﹤0.01%
63,834
-15,309
757
$1.08M ﹤0.01%
38,188
-461
758
$1.08M ﹤0.01%
9,988
-156
759
$1.08M ﹤0.01%
35,095
760
$1.06M ﹤0.01%
25,045
+2
761
$1.06M ﹤0.01%
15,000
-217
762
$1.06M ﹤0.01%
86,034
763
$1.06M ﹤0.01%
31,108
-4,700
764
$1.05M ﹤0.01%
13,106
+561
765
$1.05M ﹤0.01%
7,450
+200
766
$1.05M ﹤0.01%
49,665
-51
767
$1.05M ﹤0.01%
8,390
768
$1.05M ﹤0.01%
12,113
769
$1.02M ﹤0.01%
59,000
770
$1.02M ﹤0.01%
22,917
771
$1.02M ﹤0.01%
25,933
772
$1.01M ﹤0.01%
+16,650
773
$1.01M ﹤0.01%
11,091
-22
774
$1.01M ﹤0.01%
23,431
-403
775
$1.01M ﹤0.01%
28,458
29 30
31
32 33