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
2676
$4K ﹤0.01%
1,000
2677
$4K ﹤0.01%
317
2678
$4K ﹤0.01%
131
+33
2679
$4K ﹤0.01%
69
+45
2680
$4K ﹤0.01%
+1,000
2681
$4K ﹤0.01%
108
-616
2682
$4K ﹤0.01%
1,477
-2,741
2683
$4K ﹤0.01%
+1,000
2684
$4K ﹤0.01%
50
2685
$4K ﹤0.01%
+166
2686
$4K ﹤0.01%
+114
2687
$4K ﹤0.01%
83
-40
2688
$4K ﹤0.01%
40
+20
2689
$3K ﹤0.01%
200
2690
$3K ﹤0.01%
401
+39
2691
$3K ﹤0.01%
510
-1,443
2692
$3K ﹤0.01%
66
2693
$3K ﹤0.01%
+148
2694
$3K ﹤0.01%
83
2695
$3K ﹤0.01%
1,000
2696
$3K ﹤0.01%
41
2697
$3K ﹤0.01%
60
2698
$3K ﹤0.01%
+279
2699
$3K ﹤0.01%
+200
2700
$3K ﹤0.01%
+1,100
106 107
108
109 110