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
401
$4.82M 0.01%
137,168
+787
402
$4.75M 0.01%
2,664
+748
403
$4.71M 0.01%
33,025
+56
404
$4.61M 0.01%
38,728
-1,141
405
$4.59M 0.01%
80,759
+282
406
$4.56M 0.01%
110,369
+36,400
407
$4.54M 0.01%
79,341
+11,268
408
$4.53M 0.01%
134,723
-74
409
$4.5M 0.01%
23,112
+4,036
410
$4.47M 0.01%
75,852
-2,104
411
$4.46M 0.01%
158,751
+45,936
412
$4.45M 0.01%
42,333
-161
413
$4.44M 0.01%
56,255
+20,257
414
$4.4M 0.01%
75,942
-2,347
415
$4.38M 0.01%
59,106
-30,556
416
$4.38M 0.01%
93,776
-51
417
$4.35M 0.01%
335,566
+138,049
418
$4.35M 0.01%
183,858
+820
419
$4.31M 0.01%
141,650
+55,865
420
$4.28M 0.01%
38,684
421
$4.27M 0.01%
86,237
+20,360
422
$4.21M 0.01%
113,161
-11,861
423
$4.17M 0.01%
94,694
+12,412
424
$4.13M 0.01%
114,186
-687
425
$4.09M 0.01%
288,165
-3,658
15 16
17
18 19