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
951
$351K ﹤0.01%
4,075
952
$349K ﹤0.01%
+13,614
953
$348K ﹤0.01%
7,648
-7,630
954
$347K ﹤0.01%
9,042
+1,551
955
$343K ﹤0.01%
2,846
956
$341K ﹤0.01%
15,169
957
$340K ﹤0.01%
31,145
958
$336K ﹤0.01%
+34,700
959
$336K ﹤0.01%
4,499
960
$335K ﹤0.01%
12,572
+2,156
961
$335K ﹤0.01%
5,203
+2,016
962
$333K ﹤0.01%
4,541
+408
963
$329K ﹤0.01%
13,116
-2,318
964
$325K ﹤0.01%
8,234
-86
965
$324K ﹤0.01%
5,464
966
$319K ﹤0.01%
10,860
-240
967
$318K ﹤0.01%
8,037
-15
968
$316K ﹤0.01%
+4,338
969
$314K ﹤0.01%
10,017
970
$306K ﹤0.01%
3,476
971
$298K ﹤0.01%
5,165
972
$297K ﹤0.01%
12,583
+846
973
$297K ﹤0.01%
4,986
974
$295K ﹤0.01%
14,900
975
$286K ﹤0.01%
3,000
37 38
39
40 41