EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1B
AUM Growth
+$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$93M
3
+$91.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$70.3M
5
CSCO icon
Cisco
CSCO
+$69.7M

Top Sells

1
+$84.6M
2
+$79.7M
3
+$60.1M
4
WFC icon
Wells Fargo
WFC
+$56.3M
5
STZ icon
Constellation Brands
STZ
+$46.1M

Sector Composition

1 Technology 18.69%
2 Financials 16.15%
3 Healthcare 14.78%
4 Consumer Discretionary 11.33%
5 Communication Services 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.4M 0.14%
292,860
+44,848
152
$71M 0.14%
+807,847
153
$70.8M 0.14%
789,042
+62,854
154
$70.7M 0.14%
1,270,243
-5,533
155
$70.7M 0.14%
513,652
+383,215
156
$70.5M 0.14%
533,537
-205,727
157
$69.7M 0.14%
232,382
158
$68.3M 0.13%
400,595
+67,959
159
$67.5M 0.13%
1,129,121
-15,853
160
$66.5M 0.13%
2,163,383
+173,234
161
$66.3M 0.13%
412,896
-104
162
$66.1M 0.13%
1,249,470
-49,071
163
$66.1M 0.13%
610,811
+56
164
$65.2M 0.13%
653,285
-8,215
165
$64.8M 0.13%
954,179
-152,705
166
$64.8M 0.13%
1,681,326
-3,090
167
$63.5M 0.12%
424,091
+17,467
168
$62.8M 0.12%
1,586,235
-727,176
169
$61.1M 0.12%
2,109,962
170
$61.1M 0.12%
314,223
-12,162
171
$60.8M 0.12%
407,442
-49,970
172
$60.7M 0.12%
993,282
+81,363
173
$60.5M 0.12%
423,766
-72,023
174
$60.3M 0.12%
399,046
+55,002
175
$60.2M 0.12%
1,671,100
-673
5 6
7
8 9