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
$33.5B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$639M
2
+$227M
3
+$142M
4
PCG icon
PG&E
PCG
+$115M
5
KR icon
Kroger
KR
+$111M

Top Sells

1
+$269M
2
+$203M
3
+$172M
4
MS icon
Morgan Stanley
MS
+$171M
5
AAPL icon
Apple
AAPL
+$118M

Sector Composition

1 Financials 17.04%
2 Healthcare 14.36%
3 Technology 12.64%
4 Industrials 11.4%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15.9M 0.05%
215,536
-363
252
$15.7M 0.05%
140,458
-14,474
253
$15.6M 0.05%
119,701
-256
254
$15.5M 0.05%
1,778,930
-39,780
255
$15.5M 0.05%
203,025
-5,827
256
$15.4M 0.05%
683,754
+430,170
257
$15.4M 0.05%
207,387
-8,502
258
$15.4M 0.05%
239,938
+76,798
259
$15.1M 0.05%
63,774
+74
260
$15.1M 0.05%
211,210
-82
261
$15.1M 0.04%
129,339
-69
262
$15M 0.04%
303,789
-195,143
263
$14.8M 0.04%
113,876
+69,148
264
$14.7M 0.04%
174,342
-648
265
$14.5M 0.04%
107,423
-37,469
266
$14.4M 0.04%
492,118
+5,565
267
$14.4M 0.04%
272,087
+170
268
$14.4M 0.04%
238,836
+56
269
$14.3M 0.04%
279,336
+262
270
$14.3M 0.04%
1,213,665
+1,085
271
$14.2M 0.04%
287,116
-3,991
272
$13.8M 0.04%
207,192
-106,813
273
$13.8M 0.04%
175,157
-92
274
$13.7M 0.04%
686,586
-67,500
275
$13.7M 0.04%
369,674
-536
9 10
11
12 13