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
851
$667K ﹤0.01%
67,000
852
$664K ﹤0.01%
45,495
-8,000
853
$656K ﹤0.01%
18,939
+3,248
854
$656K ﹤0.01%
10,710
855
$654K ﹤0.01%
7,093
-35
856
$650K ﹤0.01%
32,920
857
$643K ﹤0.01%
12,572
-6
858
$634K ﹤0.01%
4,831
-725
859
$630K ﹤0.01%
40,000
860
$628K ﹤0.01%
6,809
861
$626K ﹤0.01%
644
862
$625K ﹤0.01%
4,000
863
$622K ﹤0.01%
76,077
+1,189
864
$610K ﹤0.01%
6,000
865
$610K ﹤0.01%
+83,264
866
$606K ﹤0.01%
+6,508
867
$605K ﹤0.01%
18,459
+5,768
868
$597K ﹤0.01%
22,714
+3,638
869
$593K ﹤0.01%
72,837
870
$589K ﹤0.01%
10,076
+1,373
871
$584K ﹤0.01%
+18,609
872
$581K ﹤0.01%
9,257
873
$577K ﹤0.01%
9,166
-45
874
$574K ﹤0.01%
27,504
875
$573K ﹤0.01%
3,725
33 34
35
36 37