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
51
$196M 0.58%
1,928,475
-122,556
52
$196M 0.58%
5,715,803
+679,147
53
$190M 0.57%
1,812,767
+85,960
54
$189M 0.56%
18,816,351
-5,511,686
55
$187M 0.56%
3,667,429
+89,309
56
$187M 0.56%
2,144,816
+511,960
57
$184M 0.55%
1,925,806
-937,867
58
$174M 0.52%
1,047,744
+339,003
59
$172M 0.51%
1,245,217
+12,589
60
$167M 0.5%
4,427,736
+279,476
61
$160M 0.48%
5,704,200
-7,220,416
62
$158M 0.47%
1,435,628
-35,782
63
$155M 0.46%
1,786,795
-515,752
64
$154M 0.46%
1,625,153
+246,453
65
$154M 0.46%
1,263,870
-185,092
66
$154M 0.46%
4,038,636
-601,520
67
$154M 0.46%
2,878,916
+219,332
68
$153M 0.46%
463,679
+64,887
69
$145M 0.43%
4,898,404
+1,268,960
70
$144M 0.43%
2,098,012
+84,804
71
$141M 0.42%
3,294,749
-111,865
72
$137M 0.41%
1,155,277
-23,889
73
$135M 0.4%
1,666,217
-34,139
74
$135M 0.4%
3,917,607
-4,940,436
75
$133M 0.4%
2,146,205
+414,718
1 2
3
4 5