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
1101
$490K ﹤0.01%
19,604
+9,802
1102
$488K ﹤0.01%
+73,288
1103
$488K ﹤0.01%
8,000
+4,000
1104
$476K ﹤0.01%
6,126
+3,063
1105
$474K ﹤0.01%
6,200
+3,100
1106
$474K ﹤0.01%
29,998
+14,999
1107
$474K ﹤0.01%
4,502
+2,316
1108
$471K ﹤0.01%
+5,200
1109
$470K ﹤0.01%
9,130
+4,088
1110
$470K ﹤0.01%
+24,000
1111
$470K ﹤0.01%
32,120
+12,060
1112
$468K ﹤0.01%
63,292
+31,646
1113
$446K ﹤0.01%
+4,168
1114
$440K ﹤0.01%
10,126
+4,895
1115
$432K ﹤0.01%
+33,888
1116
$432K ﹤0.01%
23,801
+11,900
1117
$430K ﹤0.01%
4,966
+2,278
1118
$430K ﹤0.01%
12,106
+6,053
1119
$426K ﹤0.01%
6,628
+3,314
1120
$420K ﹤0.01%
25,656
+11,937
1121
$414K ﹤0.01%
+3,610
1122
$412K ﹤0.01%
14,338
+7,169
1123
$412K ﹤0.01%
8,040
+4,020
1124
$406K ﹤0.01%
+5,000
1125
$406K ﹤0.01%
+6,750
43 44
45
46 47