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
476
$2.93M 0.01%
80,994
-133
477
$2.92M 0.01%
+91,345
478
$2.88M 0.01%
43,604
-11,704
479
$2.87M 0.01%
80,688
+43,140
480
$2.83M 0.01%
68,424
+23,495
481
$2.83M 0.01%
32,082
-1,360
482
$2.79M 0.01%
20,100
-53,730
483
$2.77M 0.01%
3,460
484
$2.75M 0.01%
59,895
-275
485
$2.75M 0.01%
42,947
+17,646
486
$2.74M 0.01%
177,789
-452
487
$2.73M 0.01%
79,645
-670
488
$2.72M 0.01%
82,500
489
$2.72M 0.01%
+154,879
490
$2.72M 0.01%
55,880
-11,666
491
$2.71M 0.01%
15,429
492
$2.69M 0.01%
196,930
+4,000
493
$2.69M 0.01%
59,805
-493,187
494
$2.69M 0.01%
47,275
+8,378
495
$2.68M 0.01%
54,092
496
$2.68M 0.01%
269,352
497
$2.66M 0.01%
+39,095
498
$2.63M 0.01%
29,522
499
$2.63M 0.01%
57,461
+48,970
500
$2.63M 0.01%
53,367
18 19
20
21 22