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
$32.5B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$206M
3
+$189M
4
GE icon
GE Aerospace
GE
+$185M
5
WFC icon
Wells Fargo
WFC
+$182M

Top Sells

1
+$251M
2
+$218M
3
+$161M
4
MO icon
Altria Group
MO
+$146M
5
PARA
Paramount Global Class B
PARA
+$128M

Sector Composition

1 Healthcare 16.53%
2 Financials 16.2%
3 Technology 13.77%
4 Industrials 9.99%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1000
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38 39
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