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
851
$252K ﹤0.01%
7,332
-241
852
$251K ﹤0.01%
3,754
+179
853
$248K ﹤0.01%
4,800
-1,400
854
$246K ﹤0.01%
14,999
855
$244K ﹤0.01%
17,384
856
$243K ﹤0.01%
3,650
-1,000
857
$241K ﹤0.01%
12,080
858
$237K ﹤0.01%
3,994
+178
859
$230K ﹤0.01%
3,600
860
$229K ﹤0.01%
2,339
-1
861
$229K ﹤0.01%
+2,769
862
$228K ﹤0.01%
5,300
-1,000
863
$220K ﹤0.01%
+8,005
864
$219K ﹤0.01%
7,811
+18
865
$216K ﹤0.01%
1,090
-752
866
$216K ﹤0.01%
7,900
-3,300
867
$213K ﹤0.01%
2,500
868
$211K ﹤0.01%
+3,760
869
$211K ﹤0.01%
5,150
-950
870
$210K ﹤0.01%
+3,365
871
$210K ﹤0.01%
18,346
872
$206K ﹤0.01%
3,500
873
$204K ﹤0.01%
3,908
-140
874
$202K ﹤0.01%
+11,900
875
$201K ﹤0.01%
23,714
-15,900
33 34
35
36 37