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EVM
Eaton Vance Management Portfolio holdings
AUM
$67.5B
1-Year Est. Return
11.44%
This Fund
S&P 500
This Quarter
Est. Return
+2.25%
1 Year Est. Return
-11.44%
3 Year Est. Return
+49.6%
5 Year Est. Return
+94.25%
10 Year Est. Return
–
AUM
$33.9B
AUM Growth
-$914M
(-2.6%)
Cap. Flow
-$1.38B
Cap. Flow
% of AUM
-4.06%
Top 10 Holdings %
Top 10 Hldgs %
18.55%
Holding
892
New
40
Increased
306
Reduced
390
Closed
28
Top Buys
| 1 |
Verizon
VZ
|
+$235M |
| 2 |
BID
Sotheby's
BID
|
+$115M |
| 3 |
Constellation Brands
STZ
|
+$111M |
| 4 |
Altria Group
MO
|
+$99.3M |
| 5 |
Emerson Electric
EMR
|
+$97.2M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$391M |
| 2 |
GE Aerospace
GE
|
+$202M |
| 3 |
Aflac
AFL
|
+$167M |
| 4 |
Union Pacific
UNP
|
+$107M |
| 5 |
Pfizer
PFE
|
+$97.7M |
Sector Composition
| 1 | Financials | 18.99% |
| 2 | Healthcare | 13.89% |
| 3 | Industrials | 12.41% |
| 4 | Technology | 12.21% |
| 5 | Energy | 10.24% |
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