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
526
$2.09M 0.01%
68,244
+161
527
$2.06M 0.01%
71,041
-21
528
$2.05M 0.01%
65,700
529
$2.04M 0.01%
35,000
530
$2.03M 0.01%
63,079
-66,832
531
$2.03M 0.01%
50,682
-16
532
$2.02M 0.01%
26,516
-11,686
533
$2.01M 0.01%
6,132
+350
534
$2.01M 0.01%
42,274
-1,086
535
$2.01M 0.01%
49,155
-14,700
536
$2M 0.01%
45,502
-48,323
537
$2M 0.01%
21,783
+3,973
538
$2M 0.01%
43,303
-2,935
539
$1.98M 0.01%
43,012
-23
540
$1.95M 0.01%
179,753
+753
541
$1.93M 0.01%
+34,535
542
$1.9M 0.01%
42,907
+10,308
543
$1.9M 0.01%
98,559
-16
544
$1.9M 0.01%
82,394
+1,080
545
$1.88M 0.01%
65,021
-424,467
546
$1.83M 0.01%
19,077
-22
547
$1.83M 0.01%
14,500
548
$1.83M 0.01%
40,047
549
$1.8M 0.01%
29,807
-12
550
$1.8M 0.01%
55,911
+375
20 21
22
23 24