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
1076
$317K ﹤0.01%
53,570
1077
$312K ﹤0.01%
13,202
1078
$311K ﹤0.01%
1,675
+10
1079
$310K ﹤0.01%
13,410
-8,626
1080
$308K ﹤0.01%
10,794
1081
$308K ﹤0.01%
2,150
+5
1082
$307K ﹤0.01%
30,057
+216
1083
$306K ﹤0.01%
6,600
-2,109
1084
$303K ﹤0.01%
11,549
+536
1085
$303K ﹤0.01%
3,406
+1,210
1086
$301K ﹤0.01%
3,291
-273
1087
$301K ﹤0.01%
11,100
1088
$300K ﹤0.01%
3,000
1089
$299K ﹤0.01%
37,000
1090
$299K ﹤0.01%
7,648
1091
$297K ﹤0.01%
14,107
+593
1092
$295K ﹤0.01%
+5,692
1093
$294K ﹤0.01%
3,508
+179
1094
$290K ﹤0.01%
6,155
1095
$290K ﹤0.01%
14,079
-7,571
1096
$290K ﹤0.01%
5,123
+39
1097
$290K ﹤0.01%
9,500
1098
$289K ﹤0.01%
5,060
1099
$289K ﹤0.01%
17,077
-173,800
1100
$288K ﹤0.01%
2,055
+17
42 43
44
45 46