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
176
$43.4M 0.12%
736,185
-15,113
177
$43.1M 0.12%
911,920
-65
178
$43M 0.12%
1,860,494
-1,011,188
179
$43M 0.12%
1,186,270
-65,332
180
$40.3M 0.11%
761,956
-14,713
181
$40.1M 0.11%
218,413
+32,934
182
$39.9M 0.11%
574,607
-2,448
183
$39.8M 0.11%
255,808
+1,476
184
$39.7M 0.11%
362,129
+239,303
185
$39.2M 0.11%
1,545,180
-1,684
186
$37.8M 0.1%
1,292,182
-1,724,901
187
$37.8M 0.1%
+618,973
188
$37.3M 0.1%
1,633,197
189
$35.6M 0.1%
+493,643
190
$35.4M 0.1%
28,606
191
$35M 0.09%
1,521,304
+273,213
192
$35M 0.09%
+824,474
193
$34M 0.09%
262,435
194
$33.5M 0.09%
117,585
+38,452
195
$33.5M 0.09%
376,052
-80,448
196
$33.3M 0.09%
1,189,587
+440,495
197
$32.9M 0.09%
1,266,359
+896,700
198
$32.4M 0.09%
399,131
+129,057
199
$32.3M 0.09%
584,223
+43,058
200
$32.2M 0.09%
704,408
+291,493
6 7
8
9 10