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
2701
$3K ﹤0.01%
+88
2702
$3K ﹤0.01%
20
+18
2703
$3K ﹤0.01%
21
-2
2704
$3K ﹤0.01%
123
2705
$3K ﹤0.01%
213
2706
$3K ﹤0.01%
200
2707
$3K ﹤0.01%
27
2708
$3K ﹤0.01%
75
2709
$3K ﹤0.01%
+10
2710
$3K ﹤0.01%
200
-70,335
2711
$3K ﹤0.01%
259
-1,000
2712
$3K ﹤0.01%
164
2713
$3K ﹤0.01%
13
2714
$3K ﹤0.01%
157
-30
2715
$3K ﹤0.01%
194
2716
$3K ﹤0.01%
807
-220
2717
$3K ﹤0.01%
101
2718
$2K ﹤0.01%
33
-1,150
2719
$2K ﹤0.01%
+300
2720
$2K ﹤0.01%
231
2721
$2K ﹤0.01%
+91
2722
$2K ﹤0.01%
1,067
-785
2723
$2K ﹤0.01%
23
2724
$2K ﹤0.01%
100
2725
$2K ﹤0.01%
43
-1,745
107 108
109
110 111