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

Top Buys

1
+$1.14B
2
+$1.04B
3
+$1.03B
4
XOM icon
Exxon Mobil
XOM
+$969M
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

1
+$92.1M
2
+$70.8M
3
+$68.9M
4
GT icon
Goodyear
GT
+$65.3M
5
IPG
Interpublic Group of Companies
IPG
+$47.8M

Sector Composition

1 Financials 17.58%
2 Technology 15.92%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-2,000
1152
– –
-12,811
1153
– –
-8,500
1154
– –
-103,786
1155
– –
-24,869
1156
– –
-6,700
1157
– –
-451,890
1158
– –
-92,832
1159
– –
-19,765
1160
– –
-7,554
1161
– –
-6,404
1162
– –
-5,816
1163
– –
-1,283
1164
– –
-32,822
1165
– –
-12,900
1166
– –
-151,097
1167
– –
-281,399
1168
– –
-12,600
1169
– –
-13,549
1170
– –
-233,733
1171
– –
-22,917
1172
– –
-103,253
1173
– –
-81,580
1174
– –
-670,089
1175
– –
-11,900
44 45 46
47
48