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
$80.5B
AUM Growth
+$39.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$1.05B
3
+$963M
4
JPM icon
JPMorgan Chase
JPM
+$905M
5
XOM icon
Exxon Mobil
XOM
+$904M

Top Sells

1
+$91.1M
2
+$64.4M
3
+$62.1M
4
GT icon
Goodyear
GT
+$56.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$49M

Sector Composition

1 Financials 17.58%
2 Technology 16.04%
3 Healthcare 14.57%
4 Consumer Discretionary 11.03%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.33B 2.89%
55,523,112
+26,435,352
2
$2.26B 2.81%
31,219,080
+14,536,180
3
$2.01B 2.5%
38,962,520
+18,674,600
4
$1.86B 2.3%
16,868,386
+8,230,938
5
$1.78B 2.21%
13,887,716
+6,639,020
6
$1.68B 2.09%
18,401,458
+9,518,373
7
$1.52B 1.89%
9,514,894
+4,314,654
8
$1.34B 1.66%
17,968,912
+12,120,908
9
$1.04B 1.29%
19,799,284
+8,469,368
10
$1.01B 1.25%
19,339,674
+5,407,775
11
$967M 1.2%
9,631,884
+4,819,162
12
$913M 1.13%
17,600,200
+8,771,260
13
$849M 1.05%
4,257,540
+2,132,978
14
$798M 0.99%
2,433,120
+1,231,635
15
$790M 0.98%
15,136,900
+7,808,414
16
$788M 0.98%
11,860,124
+5,873,494
17
$787M 0.98%
6,577,058
+3,076,100
18
$780M 0.97%
26,013,676
+13,548,135
19
$775M 0.96%
4,348,032
+1,967,809
20
$696M 0.86%
17,040,432
+8,150,060
21
$682M 0.85%
6,478,700
+3,581,419
22
$669M 0.83%
12,071,474
+6,112,948
23
$652M 0.81%
6,892,336
+3,491,490
24
$634M 0.79%
4,663,710
+2,312,533
25
$626M 0.78%
5,732,194
+2,853,944
1
2 3 4 5