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
$82B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,940
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$137M
3
+$101M
4
PXD
Pioneer Natural Resource Co.
PXD
+$99.3M
5
AAPL icon
Apple
AAPL
+$95.7M

Top Sells

1
+$156M
2
+$97M
3
+$91.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$84.2M
5
BAC icon
Bank of America
BAC
+$72.6M

Sector Composition

1 Technology 25.02%
2 Financials 13.9%
3 Healthcare 13.83%
4 Consumer Discretionary 12.11%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$11K ﹤0.01%
1,259
-6,298
2527
$11K ﹤0.01%
3,000
+1,000
2528
$10K ﹤0.01%
257
2529
$10K ﹤0.01%
204
+14
2530
$10K ﹤0.01%
300
2531
$10K ﹤0.01%
4,633
2532
$10K ﹤0.01%
500
2533
$10K ﹤0.01%
223
-438
2534
$10K ﹤0.01%
100
2535
$10K ﹤0.01%
46
2536
$10K ﹤0.01%
856
-24
2537
$10K ﹤0.01%
300
-300
2538
$10K ﹤0.01%
427
-693
2539
$10K ﹤0.01%
120
-43
2540
$10K ﹤0.01%
194
2541
$10K ﹤0.01%
222
-9
2542
$10K ﹤0.01%
202
+33
2543
$10K ﹤0.01%
478
2544
$10K ﹤0.01%
286
2545
$10K ﹤0.01%
300
2546
$10K ﹤0.01%
175
+26
2547
$10K ﹤0.01%
1,666
2548
$10K ﹤0.01%
1,000
2549
$10K ﹤0.01%
389
2550
$10K ﹤0.01%
200
100 101
102
103 104