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
$37.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$158M
3
+$96.8M
4
APTV icon
Aptiv
APTV
+$86.7M
5
EBAY icon
eBay
EBAY
+$84.2M

Top Sells

1
+$139M
2
+$125M
3
+$123M
4
MDT icon
Medtronic
MDT
+$119M
5
CVX icon
Chevron
CVX
+$99.6M

Sector Composition

1 Financials 17.02%
2 Healthcare 16.09%
3 Technology 13.89%
4 Industrials 10.2%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$77.1M 0.21%
28,298,760
+1,127,320
127
$75.7M 0.2%
630,238
-201,546
128
$75M 0.2%
2,390,546
-620,993
129
$74.6M 0.2%
910,616
+12,858
130
$73.3M 0.2%
334,916
+116,589
131
$73.1M 0.2%
1,590,067
+94,818
132
$72.8M 0.2%
491,279
+126,690
133
$72.1M 0.19%
117,286
+31,764
134
$71.9M 0.19%
895,275
-1,653
135
$70.5M 0.19%
1,085,866
+182,470
136
$69M 0.19%
2,549,240
+225,050
137
$66.6M 0.18%
588,662
+37,004
138
$65.3M 0.18%
2,036,029
+274,510
139
$65.3M 0.18%
3,120,842
+2,906
140
$65.1M 0.17%
1,544,838
+41,932
141
$65M 0.17%
751,254
+492
142
$63.5M 0.17%
1,675,667
-109,427
143
$63.4M 0.17%
1,614,854
+938,766
144
$62.9M 0.17%
575,648
-1,742
145
$62.9M 0.17%
738,324
-93,546
146
$61.3M 0.16%
1,786,913
147
$60.6M 0.16%
554,529
-1,449
148
$59.4M 0.16%
1,423,891
-1,652
149
$59.1M 0.16%
514,385
+8,042
150
$58.5M 0.16%
437,715
-66,105
4 5
6
7 8