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
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$741M
3
+$624M
4
MSFT icon
Microsoft
MSFT
+$615M
5
PFE icon
Pfizer
PFE
+$591M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20%
2 Healthcare 12.55%
3 Technology 12.44%
4 Industrials 11.99%
5 Energy 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90.7M 0.28%
+1,047,371
102
$88.7M 0.27%
+526
103
$85.5M 0.26%
+1,885,143
104
$82.8M 0.25%
+5,821,860
105
$82.2M 0.25%
+1,188,585
106
$81.6M 0.25%
+1,240,079
107
$81.2M 0.25%
+1,244,722
108
$76.9M 0.23%
+1,720,728
109
$76.3M 0.23%
+801,723
110
$75.6M 0.23%
+1,467,928
111
$74.5M 0.23%
+1,899,944
112
$74.4M 0.23%
+1,819,185
113
$73.1M 0.22%
+2,648,324
114
$72.5M 0.22%
+851,426
115
$72.3M 0.22%
+1,922,261
116
$71M 0.22%
+1,455,425
117
$69.1M 0.21%
+1,534,174
118
$64.7M 0.2%
+4,177,360
119
$60.8M 0.18%
+985,150
120
$59.9M 0.18%
+1,510,610
121
$59.1M 0.18%
+2,783,401
122
$57.9M 0.18%
+1,178,175
123
$50M 0.15%
+683,076
124
$45.6M 0.14%
+1,244,564
125
$45.4M 0.14%
+525,111
3 4
5
6 7