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
901
$477K ﹤0.01%
20,935
902
$476K ﹤0.01%
8,898
903
$475K ﹤0.01%
5,279
+901
904
$474K ﹤0.01%
42,969
905
$468K ﹤0.01%
23,149
+217
906
$467K ﹤0.01%
3,230
-13
907
$464K ﹤0.01%
7,475
-348
908
$464K ﹤0.01%
7,920
909
$460K ﹤0.01%
44,218
-1,020
910
$456K ﹤0.01%
12,097
+89
911
$452K ﹤0.01%
16,409
912
$452K ﹤0.01%
35,694
913
$448K ﹤0.01%
13,137
914
$446K ﹤0.01%
17,850
915
$444K ﹤0.01%
11,489
916
$444K ﹤0.01%
20,095
+312
917
$443K ﹤0.01%
12,245
918
$442K ﹤0.01%
21,569
919
$440K ﹤0.01%
+4,315
920
$439K ﹤0.01%
32,488
+738
921
$439K ﹤0.01%
3,828
-267
922
$438K ﹤0.01%
15,938
923
$438K ﹤0.01%
+18,327
924
$437K ﹤0.01%
37,000
925
$432K ﹤0.01%
22,260
-3,800
35 36
37
38 39