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
926
$32K ﹤0.01%
4,633
927
$3K ﹤0.01%
16,911
928
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-38,881
929
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-332,596
930
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-45,835
931
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-727
932
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-3,250
933
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-2,827
934
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-5,600
935
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936
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-7,880
937
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-21,803
938
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-23,333
939
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940
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941
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942
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943
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944
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945
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946
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-4,300
947
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948
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949
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950
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-242,143
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