Titelia

Holdings of Eaton Vance Tax-Managed Equity Asset Allocation Fund

Eaton Vance Mutual Funds Trust · Original filing · Compare with another fund · Report an error

Net assets
892.9M $ including 82.2M $ in equities, 9.2 %
Positions
2 in 1 countries
Bond lines
49 from 40 companies
Top ten
9.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Eaton Vance Global Equity Income Fund 3,978,22881.9M $9.17 %
2iShares Preferred and Income S 10,500330.2K $0.04 %

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The bonds it holds

40 companies, 49 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Citigroup Inc31.4M $0.15 %
2Goldman Sachs Group Inc/The31.3M $0.15 %
3Charles Schwab Corp/The11.2M $0.13 %
4Royal Bank of Canada21.1M $0.13 %
5UBS Group AG21.1M $0.12 %
6Bank of Montreal11M $0.11 %
7Toronto-Dominion Bank/The11M $0.11 %
8Societe Generale SA1996.3K $0.11 %
9Canadian Imperial Bank of Commerce1995.9K $0.11 %
10KeyCorp1966.9K $0.11 %
11Banco Santander SA1952.4K $0.11 %
12Bank of America Corp2944.2K $0.11 %
13Wells Fargo & Co1884.7K $0.10 %
14Nordea Bank Abp1868.7K $0.10 %
15PNC Financial Services Group Inc/The1800.6K $0.09 %
16Barclays PLC1764.1K $0.09 %
17Ally Financial Inc1718.6K $0.08 %
18BNP Paribas SA2718.3K $0.08 %
19ING Groep NV1709.9K $0.08 %
20NatWest Group PLC2692.1K $0.08 %
21Algonquin Power & Utilities Corp1669.9K $0.08 %
22Banco Bilbao Vizcaya Argentaria SA1660.9K $0.07 %
23Enbridge Inc1640.4K $0.07 %
24Swedbank AB1638.2K $0.07 %
25HSBC Holdings PLC1629.8K $0.07 %
26Dominion Energy Inc1578.3K $0.06 %
27Sempra1572.9K $0.06 %
28Svenska Handelsbanken AB1571.7K $0.06 %
29JPMorgan Chase & Co1558.4K $0.06 %
30Corebridge Financial Inc1540.3K $0.06 %
31Cemex SAB de CV1453.1K $0.05 %
32Emera Inc1450.5K $0.05 %
33Deutsche Bank AG1424.9K $0.05 %
34Huntington Bancshares Inc/OH1401K $0.04 %
35Energy Transfer LP1363.3K $0.04 %
36Sumitomo Mitsui Financial Group Inc1339.3K $0.04 %
37Nomura Holdings Inc1309.9K $0.03 %
38State Street Corp1238.5K $0.03 %
39Lincoln National Corp1190.7K $0.02 %
40Truist Financial Corp1135K $0.02 %

Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States282.2M $100.00 %
Cite this page

Titelia. "Holdings of Eaton Vance Tax-Managed Equity Asset Allocation Fund". https://titelia.com/en/funds/S000005292