EVM
Eaton Vance Management Portfolio holdings
AUM
$67.5B
1-Year Return
11.44%
This Quarter Return
-3.37%
1 Year Return
-11.44%
3 Year Return
+49.66%
5 Year Return
+94.38%
10 Year Return
–
AUM
$67.5B
AUM Growth
-$3.85B
(-5.4%)
Cap. Flow
-$550M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
23.47%
Holding
1,584
New
22
Increased
642
Reduced
655
Closed
46
Top Buys
| 1 |
Tesla
TSLA
|
$145M |
| 2 |
Linde
LIN
|
$119M |
| 3 |
Novo Nordisk
NVO
|
$80.6M |
| 4 |
Citizens Financial Group
CFG
|
$71.7M |
| 5 |
Halliburton
HAL
|
$70.7M |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$119M |
| 2 |
Johnson & Johnson
JNJ
|
$77.6M |
| 3 |
Aptiv
APTV
|
$66.4M |
| 4 |
Lowe's Companies
LOW
|
$63.7M |
| 5 |
Eli Lilly
LLY
|
$56.8M |
Sector Composition
| 1 | Technology | 22.82% |
| 2 | Healthcare | 16.35% |
| 3 | Financials | 14.43% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Industrials | 9.58% |
