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
451
$3.63M 0.01%
89,883
+8
452
$3.61M 0.01%
50,537
+3,521
453
$3.56M 0.01%
33,354
-249
454
$3.53M 0.01%
85,510
-690
455
$3.52M 0.01%
31,037
456
$3.48M 0.01%
144,018
-10,563
457
$3.47M 0.01%
+73,332
458
$3.47M 0.01%
46,898
459
$3.42M 0.01%
189,772
+12,547
460
$3.37M 0.01%
315,283
-503
461
$3.37M 0.01%
260,628
462
$3.36M 0.01%
172,729
463
$3.31M 0.01%
55,200
-208
464
$3.31M 0.01%
108,801
-2,727
465
$3.29M 0.01%
117,091
-500
466
$3.29M 0.01%
82,748
+76,798
467
$3.24M 0.01%
92,595
468
$3.23M 0.01%
21,434
+12,523
469
$3.22M 0.01%
142,992
470
$3.17M 0.01%
66,451
-642
471
$3.16M 0.01%
215,407
+15,313
472
$3.16M 0.01%
70,457
+60,200
473
$3.14M 0.01%
41,582
+3,720
474
$3.11M 0.01%
10,449
+218
475
$3.11M 0.01%
113,736
-2
17 18
19
20 21