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
901
$236K ﹤0.01%
+1,579
902
$232K ﹤0.01%
5,950
903
$228K ﹤0.01%
+1,385
904
$224K ﹤0.01%
2,084
-237,819
905
$215K ﹤0.01%
6,155
+920
906
$214K ﹤0.01%
3,355
907
$213K ﹤0.01%
2,000
-76
908
$210K ﹤0.01%
10,329
-371
909
$210K ﹤0.01%
+9,125
910
$209K ﹤0.01%
3,500
911
$208K ﹤0.01%
1,003
-944
912
$206K ﹤0.01%
+1,565
913
$205K ﹤0.01%
4,164
-714
914
$205K ﹤0.01%
2,693
-9,376
915
$203K ﹤0.01%
+4,526
916
$202K ﹤0.01%
2,805
-200
917
$186K ﹤0.01%
24,534
+85
918
$178K ﹤0.01%
18,685
-1,245
919
$156K ﹤0.01%
45,077
920
$110K ﹤0.01%
1,043
921
$102K ﹤0.01%
+17,585
922
$96K ﹤0.01%
10,329
-1
923
$92K ﹤0.01%
16,300
-8,600
924
$87K ﹤0.01%
12,275
-200
925
$33K ﹤0.01%
65,649
35 36
37
38 39