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
826
$296K ﹤0.01%
7,100
827
$296K ﹤0.01%
2,122
+29
828
$291K ﹤0.01%
38,580
829
$290K ﹤0.01%
+2,077
830
$286K ﹤0.01%
20,000
831
$285K ﹤0.01%
3,123
-237
832
$279K ﹤0.01%
22,700
833
$279K ﹤0.01%
4,731
-200
834
$278K ﹤0.01%
20,100
835
$274K ﹤0.01%
5,532
836
$273K ﹤0.01%
3,108
-2
837
$273K ﹤0.01%
15,128
838
$271K ﹤0.01%
6,809
+77
839
$270K ﹤0.01%
9,500
840
$270K ﹤0.01%
12,810
841
$269K ﹤0.01%
5,600
842
$262K ﹤0.01%
6,000
843
$261K ﹤0.01%
16,109
844
$260K ﹤0.01%
3,469
-20,887
845
$260K ﹤0.01%
8,625
846
$259K ﹤0.01%
11,172
+818
847
$257K ﹤0.01%
11,438
848
$257K ﹤0.01%
3,955
-202
849
$252K ﹤0.01%
11,740
850
$252K ﹤0.01%
2,076
32 33
34
35 36