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
$49.3B
AUM Growth
+$8.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,366
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$159M
3
+$125M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$120M
5
TRV icon
Travelers Companies
TRV
+$74.3M

Top Sells

1
+$170M
2
+$139M
3
+$114M
4
PGR icon
Progressive
PGR
+$108M
5
DIS icon
Walt Disney
DIS
+$99.4M

Sector Composition

1 Technology 23.26%
2 Healthcare 15.38%
3 Financials 13.6%
4 Consumer Discretionary 12.12%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$208K ﹤0.01%
+2,478
1252
$208K ﹤0.01%
+3,509
1253
$207K ﹤0.01%
89,739
+53,243
1254
$205K ﹤0.01%
12,406
-12
1255
$204K ﹤0.01%
+1,077
1256
$204K ﹤0.01%
7,910
1257
$203K ﹤0.01%
+9,802
1258
$201K ﹤0.01%
+6,000
1259
$200K ﹤0.01%
21,473
+1,724
1260
$199K ﹤0.01%
+10,335
1261
$196K ﹤0.01%
76,700
+625
1262
$194K ﹤0.01%
11,364
1263
$190K ﹤0.01%
16,690
-600
1264
$187K ﹤0.01%
15,726
+2
1265
$187K ﹤0.01%
6,111
+30
1266
$176K ﹤0.01%
39,984
-37,027
1267
$175K ﹤0.01%
16,250
1268
$174K ﹤0.01%
45,238
1269
$171K ﹤0.01%
12,009
1270
$171K ﹤0.01%
23,555
1271
$167K ﹤0.01%
19,249
-1,425
1272
$165K ﹤0.01%
+10,268
1273
$165K ﹤0.01%
600
1274
$164K ﹤0.01%
14,518
-1,222
1275
$162K ﹤0.01%
43,100
+44
49 50
51
52 53