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
751
$507K ﹤0.01%
8,922
+53
752
$506K ﹤0.01%
24,382
-374
753
$500K ﹤0.01%
14,223
-7
754
$498K ﹤0.01%
28,315
-1,650
755
$497K ﹤0.01%
34,700
756
$490K ﹤0.01%
17,339
-7,183
757
$489K ﹤0.01%
+153,980
758
$489K ﹤0.01%
13,400
759
$481K ﹤0.01%
18,700
+2,700
760
$476K ﹤0.01%
42,138
+139
761
$468K ﹤0.01%
8,441
-211
762
$466K ﹤0.01%
6,798
+665
763
$466K ﹤0.01%
13,193
764
$456K ﹤0.01%
+12,800
765
$454K ﹤0.01%
40,384
+1,052
766
$453K ﹤0.01%
6,900
767
$452K ﹤0.01%
13,443
-215
768
$451K ﹤0.01%
2,272
+1
769
$450K ﹤0.01%
32,735
+7,565
770
$448K ﹤0.01%
4,337
+17
771
$446K ﹤0.01%
11,518
772
$442K ﹤0.01%
4,590
+40
773
$440K ﹤0.01%
3,745
774
$431K ﹤0.01%
3,572
-1,158
775
$430K ﹤0.01%
12,500
-161
29 30
31
32 33