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
$32.5B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$193M
3
+$182M
4
JNJ icon
Johnson & Johnson
JNJ
+$182M
5
WFC icon
Wells Fargo
WFC
+$170M

Top Sells

1
+$227M
2
+$188M
3
+$167M
4
MO icon
Altria Group
MO
+$148M
5
PCG icon
PG&E
PCG
+$124M

Sector Composition

1 Healthcare 16.53%
2 Financials 16.2%
3 Technology 13.77%
4 Industrials 9.99%
5 Consumer Staples 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.27M 0.01%
90,860
-645
427
$4.21M 0.01%
92,735
428
$4.21M 0.01%
67,991
+41,454
429
$4.21M 0.01%
72,231
+64,534
430
$4.17M 0.01%
71,210
431
$4M 0.01%
120,927
+16,179
432
$3.96M 0.01%
96,258
433
$3.95M 0.01%
57,324
-106
434
$3.94M 0.01%
40,106
435
$3.94M 0.01%
53,405
+11,685
436
$3.93M 0.01%
54,001
+25
437
$3.92M 0.01%
277,132
-5,622
438
$3.91M 0.01%
32,031
+6,627
439
$3.89M 0.01%
+57,477
440
$3.87M 0.01%
+54,880
441
$3.81M 0.01%
100,254
+90,572
442
$3.81M 0.01%
206,881
+16,743
443
$3.76M 0.01%
75,041
+25,093
444
$3.69M 0.01%
243,238
+65
445
$3.69M 0.01%
72,835
+61,344
446
$3.68M 0.01%
66,520
447
$3.67M 0.01%
25,000
448
$3.66M 0.01%
282,315
+14,100
449
$3.65M 0.01%
82,137
+9,781
450
$3.65M 0.01%
398,448
+357,296
16 17
18
19 20