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
1976
$69K ﹤0.01%
258
+12
1977
$68K ﹤0.01%
1,898
+140
1978
$68K ﹤0.01%
439
+61
1979
$68K ﹤0.01%
7,836
-2,654
1980
$68K ﹤0.01%
5,160
+310
1981
$68K ﹤0.01%
+2,680
1982
$68K ﹤0.01%
2,315
+52
1983
$68K ﹤0.01%
2,453
+1,144
1984
$68K ﹤0.01%
16,000
+8,000
1985
$68K ﹤0.01%
3,856
+2,892
1986
$67K ﹤0.01%
4,854
-99
1987
$67K ﹤0.01%
2,450
-2,005
1988
$67K ﹤0.01%
1,200
1989
$67K ﹤0.01%
2,159
-140
1990
$67K ﹤0.01%
4,471
-599
1991
$67K ﹤0.01%
1,344
+287
1992
$67K ﹤0.01%
500
1993
$67K ﹤0.01%
16,399
+6,346
1994
$67K ﹤0.01%
2,440
+130
1995
$66K ﹤0.01%
1,497
-139
1996
$66K ﹤0.01%
2,052
1997
$66K ﹤0.01%
2,072
-40
1998
$66K ﹤0.01%
7,798
+3,001
1999
$65K ﹤0.01%
1,649
-79
2000
$65K ﹤0.01%
774
+86
78 79
80
81 82