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
$33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$741M
3
+$624M
4
MSFT icon
Microsoft
MSFT
+$615M
5
PFE icon
Pfizer
PFE
+$591M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20%
2 Healthcare 12.55%
3 Technology 12.44%
4 Industrials 11.99%
5 Energy 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33.7M 0.1%
+1,103,081
152
$32.9M 0.1%
+1,033,576
153
$32.5M 0.1%
+383,741
154
$32.3M 0.1%
+1,905,451
155
$32.3M 0.1%
+468,823
156
$32M 0.1%
+621,483
157
$31.6M 0.1%
+2,056,641
158
$31.6M 0.1%
+256,347
159
$31.1M 0.09%
+1,224,363
160
$31.1M 0.09%
+2,083,744
161
$30.5M 0.09%
+713,759
162
$30.3M 0.09%
+830,407
163
$30.2M 0.09%
+581,496
164
$30M 0.09%
+576,981
165
$29.9M 0.09%
+675,671
166
$29.6M 0.09%
+1,539,245
167
$28.9M 0.09%
+438,657
168
$28.8M 0.09%
+321,406
169
$28.7M 0.09%
+394,266
170
$28.6M 0.09%
+664,311
171
$28.3M 0.09%
+544,114
172
$27.7M 0.08%
+1,257,323
173
$27.7M 0.08%
+348,275
174
$26.9M 0.08%
+750,677
175
$26.6M 0.08%
+594,492
5 6
7
8 9