EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,940
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$137M
3
+$101M
4
PXD
Pioneer Natural Resource Co.
PXD
+$99.3M
5
AAPL icon
Apple
AAPL
+$95.7M

Top Sells

1
+$156M
2
+$97M
3
+$91.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$84.2M
5
BAC icon
Bank of America
BAC
+$72.6M

Sector Composition

1 Technology 25.02%
2 Financials 13.9%
3 Healthcare 13.83%
4 Consumer Discretionary 12.11%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$79K ﹤0.01%
2,724
+809
1927
$78K ﹤0.01%
1,187
+140
1928
$78K ﹤0.01%
2,500
1929
$78K ﹤0.01%
14,557
1930
$78K ﹤0.01%
+5,000
1931
$78K ﹤0.01%
515
+413
1932
$77K ﹤0.01%
1,272
+23
1933
$77K ﹤0.01%
1,822
+1,197
1934
$77K ﹤0.01%
4,171
+408
1935
$77K ﹤0.01%
1,653
+261
1936
$76K ﹤0.01%
364
-12
1937
$76K ﹤0.01%
659
+76
1938
$76K ﹤0.01%
6,702
-1,617
1939
$75K ﹤0.01%
562
+19
1940
$75K ﹤0.01%
2,350
+110
1941
$75K ﹤0.01%
725
-178
1942
$74K ﹤0.01%
1,700
1943
$74K ﹤0.01%
866
+31
1944
$73K ﹤0.01%
+2,518
1945
$73K ﹤0.01%
2,505
+197
1946
$73K ﹤0.01%
1,265
+19
1947
$73K ﹤0.01%
3,550
-374
1948
$73K ﹤0.01%
4,022
+45
1949
$73K ﹤0.01%
1,700
1950
$72K ﹤0.01%
3,354
76 77
78
79 80