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
$32.5B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1 +$168M
2 +$128M
3 +$119M
4
UNP icon
Union Pacific
UNP
+$85M
5
ROK icon
Rockwell Automation
ROK
+$75.5M

Top Sells

1 +$173M
2 +$135M
3 +$135M
4
C icon
Citigroup
C
+$133M
5
RTX icon
RTX Corp
RTX
+$94.8M

Sector Composition

1 Financials 16.58%
2 Healthcare 15.29%
3 Technology 12.8%
4 Industrials 11.07%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
-7,671
977
-210,264
978
-28,030