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
2026
$60K ﹤0.01%
1,256
-55
2027
$60K ﹤0.01%
4,183
+111
2028
$60K ﹤0.01%
3,592
-152
2029
$60K ﹤0.01%
3,293
+1,046
2030
$60K ﹤0.01%
809
-88
2031
$60K ﹤0.01%
1,526
2032
$60K ﹤0.01%
1,429
-238
2033
$60K ﹤0.01%
1,463
+226
2034
$59K ﹤0.01%
3,832
+1,911
2035
$59K ﹤0.01%
9,028
+975
2036
$59K ﹤0.01%
700
2037
$58K ﹤0.01%
4,665
+380
2038
$58K ﹤0.01%
2,056
-954
2039
$58K ﹤0.01%
705
-161
2040
$58K ﹤0.01%
1,009
+498
2041
$57K ﹤0.01%
1,149
+155
2042
$57K ﹤0.01%
305
2043
$57K ﹤0.01%
6,725
+692
2044
$57K ﹤0.01%
1,663
2045
$57K ﹤0.01%
619
+97
2046
$57K ﹤0.01%
1,016
2047
$57K ﹤0.01%
1,208
-195
2048
$57K ﹤0.01%
3,319
+225
2049
$57K ﹤0.01%
1,284
+122
2050
$56K ﹤0.01%
+940
80 81
82
83 84