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
426
$4.08M 0.01%
173,738
+30
427
$4.04M 0.01%
90,926
-125
428
$3.95M 0.01%
331,055
+2,600
429
$3.94M 0.01%
146,045
+100,376
430
$3.93M 0.01%
68,013
-243
431
$3.87M 0.01%
236,406
+774
432
$3.85M 0.01%
86,808
-22
433
$3.82M 0.01%
91,574
-13,631
434
$3.81M 0.01%
63,065
435
$3.8M 0.01%
62,732
+8,349
436
$3.79M 0.01%
214,620
-340
437
$3.79M 0.01%
18,217
+125
438
$3.78M 0.01%
85,880
-330
439
$3.77M 0.01%
53,309
440
$3.77M 0.01%
90,286
-49
441
$3.75M 0.01%
+107,932
442
$3.68M 0.01%
58,133
-1,222,388
443
$3.68M 0.01%
94,235
-715
444
$3.65M 0.01%
18,548
-430
445
$3.63M 0.01%
61,977
+12,734
446
$3.55M 0.01%
111,452
-92
447
$3.52M 0.01%
31,708
-14,007
448
$3.49M 0.01%
114,948
+12,135
449
$3.43M 0.01%
49,690
-5,467
450
$3.42M 0.01%
104,830
-6,255
16 17
18
19 20