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
451
$3.42M 0.01%
49,247
+81
452
$3.38M 0.01%
74,724
-39
453
$3.33M 0.01%
104,085
-5,385
454
$3.27M 0.01%
123,472
+264
455
$3.26M 0.01%
44,515
+10,026
456
$3.24M 0.01%
267,988
-5,010
457
$3.17M 0.01%
31,852
+10,000
458
$3.16M 0.01%
63,752
+23
459
$3.14M 0.01%
21,455
-1,047
460
$3.14M 0.01%
129,000
-40,000
461
$3.12M 0.01%
45,168
+8,407
462
$3.09M 0.01%
168,807
-972
463
$3.03M 0.01%
57,153
-11
464
$2.98M 0.01%
40,800
465
$2.97M 0.01%
191,700
+28,500
466
$2.96M 0.01%
88,594
+33,152
467
$2.95M 0.01%
+73,001
468
$2.93M 0.01%
+48,603
469
$2.92M 0.01%
+113,680
470
$2.92M 0.01%
27,176
-13,751
471
$2.91M 0.01%
225,255
+36,075
472
$2.89M 0.01%
131,588
-316
473
$2.88M 0.01%
84,579
-14,805
474
$2.88M 0.01%
93,152
-18
475
$2.84M 0.01%
82,500
17 18
19
20 21