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
551
$1.79M 0.01%
28,304
552
$1.78M 0.01%
+34,003
553
$1.78M 0.01%
23,333
554
$1.76M 0.01%
74,021
+40,533
555
$1.71M 0.01%
+10,725
556
$1.67M 0.01%
124,382
-2,784
557
$1.66M 0.01%
20,539
+7
558
$1.66M ﹤0.01%
52,810
+3,250
559
$1.66M ﹤0.01%
75,394
+41,890
560
$1.61M ﹤0.01%
30,089
+625
561
$1.59M ﹤0.01%
+54,918
562
$1.59M ﹤0.01%
43,710
-2,720
563
$1.58M ﹤0.01%
20,815
-810
564
$1.58M ﹤0.01%
62,700
-1,000
565
$1.57M ﹤0.01%
18,679
-85
566
$1.56M ﹤0.01%
+2,460
567
$1.55M ﹤0.01%
+101,178
568
$1.54M ﹤0.01%
25,315
-1,000
569
$1.53M ﹤0.01%
22,143
+211
570
$1.52M ﹤0.01%
42,558
571
$1.51M ﹤0.01%
21,586
572
$1.51M ﹤0.01%
41,702
+1,081
573
$1.5M ﹤0.01%
45,160
574
$1.49M ﹤0.01%
32,076
+192
575
$1.48M ﹤0.01%
92,230
+402
21 22
23
24 25