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
826
$746K ﹤0.01%
6,500
-58
827
$744K ﹤0.01%
22,500
828
$741K ﹤0.01%
14,750
+68
829
$737K ﹤0.01%
13,197
830
$737K ﹤0.01%
+19,864
831
$729K ﹤0.01%
12,025
832
$728K ﹤0.01%
81,700
833
$725K ﹤0.01%
8,800
834
$725K ﹤0.01%
5,473
+1,071
835
$724K ﹤0.01%
44,117
-5,500
836
$723K ﹤0.01%
6,613
-8,691
837
$717K ﹤0.01%
32,573
838
$712K ﹤0.01%
83,609
-3,840
839
$710K ﹤0.01%
54,151
-238
840
$708K ﹤0.01%
9,623
-3,535
841
$704K ﹤0.01%
10,613
-181
842
$697K ﹤0.01%
18,903
-468
843
$697K ﹤0.01%
10,658
844
$694K ﹤0.01%
4,358
845
$694K ﹤0.01%
25,753
-4,508
846
$687K ﹤0.01%
+17,590
847
$685K ﹤0.01%
18,453
-4,900
848
$677K ﹤0.01%
20,466
+7,121
849
$677K ﹤0.01%
16,370
-8,506
850
$671K ﹤0.01%
43,751
+3,022
32 33
34
35 36