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
376
$5.87M 0.02%
146,131
-99
377
$5.73M 0.02%
189,131
+69
378
$5.71M 0.02%
73,239
-12,276
379
$5.69M 0.02%
139,661
+30,579
380
$5.56M 0.02%
72,677
+75
381
$5.54M 0.02%
54,662
-746
382
$5.49M 0.02%
36,674
+3
383
$5.39M 0.02%
+118,481
384
$5.34M 0.02%
102,269
-8,803
385
$5.31M 0.02%
121,147
+1,305
386
$5.3M 0.02%
210,258
-76
387
$5.1M 0.02%
192,387
-96
388
$5.08M 0.02%
97,382
-320
389
$5.06M 0.02%
119,388
-10
390
$5.02M 0.02%
98,189
-54
391
$5.01M 0.01%
67,021
-660
392
$5.01M 0.01%
99,327
-23,173
393
$5.01M 0.01%
272,776
-26
394
$4.99M 0.01%
186,948
-51,832
395
$4.99M 0.01%
205,299
-1,660
396
$4.97M 0.01%
88,510
-740
397
$4.96M 0.01%
91,836
-2,856
398
$4.94M 0.01%
47,875
-142
399
$4.88M 0.01%
91,985
+10,405
400
$4.88M 0.01%
154,290
+90
14 15
16
17 18