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 icon
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
101
$215M 0.27%
1,127,078
+545,882
102
$215M 0.27%
3,057,928
+1,443,022
103
$212M 0.26%
1,302,450
+653,859
104
$207M 0.26%
5,203,114
+3,679,196
105
$205M 0.25%
694,768
+374,135
106
$204M 0.25%
744,794
+316,192
107
$204M 0.25%
1,266,856
+661,716
108
$203M 0.25%
1,741,670
+1,283,346
109
$199M 0.25%
3,075,002
+1,451,329
110
$197M 0.24%
954,016
+441,943
111
$193M 0.24%
1,390,529
+697,122
112
$192M 0.24%
2,851,524
+1,429,782
113
$190M 0.24%
3,508,966
+1,492,628
114
$185M 0.23%
2,857,513
+997,726
115
$184M 0.23%
4,200,150
+2,176,925
116
$181M 0.23%
3,072,296
+1,498,627
117
$180M 0.22%
1,341,928
+664,378
118
$180M 0.22%
2,925,060
+1,471,701
119
$176M 0.22%
1,029,112
+816,153
120
$176M 0.22%
2,003,616
+1,016,173
121
$175M 0.22%
1,889,818
+708,045
122
$173M 0.22%
1,900,726
+949,372
123
$172M 0.21%
797,788
+393,151
124
$171M 0.21%
2,132,506
+1,053,375
125
$170M 0.21%
3,195,632
+1,451,610
3 4
5
6 7