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
$33.2B
AUM Growth
-$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$224M
3
+$182M
4
RTX icon
RTX Corp
RTX
+$151M
5
XOM icon
Exxon Mobil
XOM
+$147M

Top Sells

1
+$209M
2
+$180M
3
+$160M
4
VZ icon
Verizon
VZ
+$132M
5
AMZN icon
Amazon
AMZN
+$120M

Sector Composition

1 Financials 16.25%
2 Healthcare 16.12%
3 Technology 13.81%
4 Industrials 10.35%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$411K ﹤0.01%
3,594
+876
827
$408K ﹤0.01%
2,347
-94
828
$407K ﹤0.01%
11,665
-992
829
$396K ﹤0.01%
6,800
-47
830
$396K ﹤0.01%
7,819
+4,684
831
$396K ﹤0.01%
9,420
832
$392K ﹤0.01%
3,572
833
$389K ﹤0.01%
20,730
834
$387K ﹤0.01%
3,666
835
$386K ﹤0.01%
+15,038
836
$385K ﹤0.01%
5,920
-330
837
$381K ﹤0.01%
+5,752
838
$378K ﹤0.01%
17,384
839
$377K ﹤0.01%
25,207
840
$375K ﹤0.01%
9,257
841
$367K ﹤0.01%
7,142
-18
842
$365K ﹤0.01%
8,583
-625
843
$365K ﹤0.01%
30,745
844
$363K ﹤0.01%
38,580
845
$363K ﹤0.01%
10,475
+1,200
846
$361K ﹤0.01%
8,632
+1
847
$358K ﹤0.01%
4,700
+600
848
$354K ﹤0.01%
18,240
849
$353K ﹤0.01%
21,175
+1,975
850
$352K ﹤0.01%
3,677
+507
32 33
34
35 36