EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5B
AUM Growth
-$6.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$110M
3
+$91.6M
4
SWK icon
Stanley Black & Decker
SWK
+$88.7M
5
PGR icon
Progressive
PGR
+$74.5M

Top Sells

1
+$105M
2
+$86.8M
3
+$84.8M
4
PFE icon
Pfizer
PFE
+$82.8M
5
CSX icon
CSX Corp
CSX
+$63.6M

Sector Composition

1 Technology 16.78%
2 Healthcare 16.5%
3 Financials 15.73%
4 Consumer Discretionary 11.3%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$751K ﹤0.01%
51,965
+6,335
927
$749K ﹤0.01%
24,174
+14,618
928
$745K ﹤0.01%
8,207
+41
929
$743K ﹤0.01%
16,250
930
$738K ﹤0.01%
7,360
931
$735K ﹤0.01%
56,739
-2,000
932
$729K ﹤0.01%
850
933
$728K ﹤0.01%
+59,021
934
$718K ﹤0.01%
38,730
935
$714K ﹤0.01%
50,000
936
$710K ﹤0.01%
6,264
937
$698K ﹤0.01%
22,102
+477
938
$695K ﹤0.01%
4,350
939
$695K ﹤0.01%
35,354
+111
940
$693K ﹤0.01%
5,969
+241
941
$685K ﹤0.01%
44,276
-2,815
942
$680K ﹤0.01%
5,040
943
$675K ﹤0.01%
32,497
-336
944
$675K ﹤0.01%
5,025
-265
945
$670K ﹤0.01%
46,820
+1,465
946
$669K ﹤0.01%
5,868
-49
947
$649K ﹤0.01%
12,203
+4
948
$648K ﹤0.01%
18,260
+550
949
$642K ﹤0.01%
12,648
-80
950
$636K ﹤0.01%
8,489
+3,390
36 37
38
39 40