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
$80.5B
AUM Growth
+$39.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1.05B
3
+$963M
4
JPM icon
JPMorgan Chase
JPM
+$905M
5
XOM icon
Exxon Mobil
XOM
+$904M

Top Sells

1
+$91.1M
2
+$64.4M
3
+$62.1M
4
GT icon
Goodyear
GT
+$56.2M
5
IPG
Interpublic Group of Companies
IPG
+$49M

Sector Composition

1 Financials 17.58%
2 Technology 16.04%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$743K ﹤0.01%
35,084
+13,471
1027
$732K ﹤0.01%
9,702
+6,582
1028
$718K ﹤0.01%
8,280
+4,140
1029
$718K ﹤0.01%
40,000
1030
$716K ﹤0.01%
39,272
+19,636
1031
$714K ﹤0.01%
15,530
+7,765
1032
$714K ﹤0.01%
77,000
+38,500
1033
$706K ﹤0.01%
+16,000
1034
$706K ﹤0.01%
6,280
+2,357
1035
$704K ﹤0.01%
14,416
+7,183
1036
$698K ﹤0.01%
6,000
+3,000
1037
$694K ﹤0.01%
4,290
+2,150
1038
$692K ﹤0.01%
12,310
+6,155
1039
$692K ﹤0.01%
31,911
+13,853
1040
$684K ﹤0.01%
42,969
1041
$680K ﹤0.01%
8,998
+4,499
1042
$680K ﹤0.01%
10,396
+2,926
1043
$676K ﹤0.01%
10,928
+5,464
1044
$674K ﹤0.01%
75,685
+46,243
1045
$674K ﹤0.01%
58,418
+32,309
1046
$674K ﹤0.01%
58,186
+24,590
1047
$674K ﹤0.01%
9,216
+4,623
1048
$672K ﹤0.01%
13,782
+6,831
1049
$664K ﹤0.01%
25,698
+14,796
1050
$660K ﹤0.01%
15,000
40 41
42
43 44