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
1051
$367K ﹤0.01%
+6,285
1052
$367K ﹤0.01%
23,731
1053
$366K ﹤0.01%
12,800
1054
$359K ﹤0.01%
12,000
1055
$353K ﹤0.01%
+12,988
1056
$353K ﹤0.01%
15,468
-1,287,693
1057
$347K ﹤0.01%
+23,637
1058
$345K ﹤0.01%
8,711
+1,102
1059
$343K ﹤0.01%
6,425
1060
$343K ﹤0.01%
38,500
1061
$340K ﹤0.01%
35,210
+4,460
1062
$336K ﹤0.01%
2,874
-72
1063
$336K ﹤0.01%
25,532
-3,287,323
1064
$334K ﹤0.01%
9,603
+783
1065
$334K ﹤0.01%
31,612
1066
$333K ﹤0.01%
36,678
+1,571
1067
$331K ﹤0.01%
5,816
-240
1068
$331K ﹤0.01%
3,329
+614
1069
$329K ﹤0.01%
+66,282
1070
$328K ﹤0.01%
9,355
1071
$328K ﹤0.01%
4,140
1072
$326K ﹤0.01%
4,600
1073
$324K ﹤0.01%
32,500
1074
$322K ﹤0.01%
5,014
1075
$321K ﹤0.01%
5,004
+4
41 42
43
44 45