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
776
$424K ﹤0.01%
9,590
777
$423K ﹤0.01%
3,340
-12,051
778
$420K ﹤0.01%
10,123
+103
779
$410K ﹤0.01%
30,100
780
$410K ﹤0.01%
5,135
781
$402K ﹤0.01%
3,625
-28,725
782
$400K ﹤0.01%
22,400
783
$398K ﹤0.01%
11,217
-6
784
$389K ﹤0.01%
12,186
-1
785
$388K ﹤0.01%
35,200
786
$387K ﹤0.01%
6,500
787
$385K ﹤0.01%
11,700
+2,900
788
$377K ﹤0.01%
11,500
789
$377K ﹤0.01%
5,720
-50
790
$369K ﹤0.01%
9,743
-8,909
791
$367K ﹤0.01%
7,348
792
$364K ﹤0.01%
+16,600
793
$362K ﹤0.01%
9,257
794
$360K ﹤0.01%
6,390
-120
795
$357K ﹤0.01%
+3,606
796
$354K ﹤0.01%
16,376
-4,035
797
$354K ﹤0.01%
15,925
-2,408
798
$353K ﹤0.01%
23,849
+2,529
799
$353K ﹤0.01%
8,242
-4
800
$351K ﹤0.01%
1,778
+111
30 31
32
33 34