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
1326
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-12,931
1327
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-31,147
1328
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-14,565
1329
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1330
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1331
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-1,426
1332
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-20,563
1333
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-12,665
1334
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-40,900
1335
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-10,256
1336
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1337
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-16,941
1338
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-80,000
1339
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-68,628
1340
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-13,500
1341
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1342
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-71,483
1343
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-100,000
1344
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1345
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1346
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-6,660
1347
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1348
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1349
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-29,121
1350
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