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
476
$2.83M 0.01%
93,023
-13,900
477
$2.83M 0.01%
67,800
478
$2.82M 0.01%
78,027
-3,182
479
$2.81M 0.01%
70,075
480
$2.77M 0.01%
7,280
-2
481
$2.74M 0.01%
82,310
+977
482
$2.73M 0.01%
15,133
+530
483
$2.71M 0.01%
51,245
-200
484
$2.69M 0.01%
27,460
-7
485
$2.69M 0.01%
83,151
-8,266
486
$2.67M 0.01%
67,324
-820
487
$2.65M 0.01%
51,948
-29
488
$2.63M 0.01%
252,836
+126,349
489
$2.62M 0.01%
74,927
490
$2.61M 0.01%
35,383
+1,865
491
$2.6M 0.01%
322,673
+1,140
492
$2.6M 0.01%
81,151
-3,394
493
$2.53M 0.01%
45,875
-148
494
$2.46M 0.01%
71,736
-911
495
$2.45M 0.01%
213,281
-2,563
496
$2.45M 0.01%
75,063
-2,577
497
$2.44M 0.01%
27,114
+487
498
$2.44M 0.01%
78,747
+1,450
499
$2.43M 0.01%
35,547
-3,797
500
$2.43M 0.01%
31,519
+2,484
18 19
20
21 22