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
2101
$49K ﹤0.01%
6,405
-239
2102
$49K ﹤0.01%
1,378
2103
$49K ﹤0.01%
+3,600
2104
$49K ﹤0.01%
1,610
2105
$49K ﹤0.01%
219
+4
2106
$49K ﹤0.01%
624
2107
$49K ﹤0.01%
1,557
+192
2108
$49K ﹤0.01%
+4,000
2109
$49K ﹤0.01%
1,267
+207
2110
$49K ﹤0.01%
2,200
2111
$48K ﹤0.01%
802
+102
2112
$48K ﹤0.01%
1,658
+384
2113
$48K ﹤0.01%
9,716
-2,628
2114
$48K ﹤0.01%
944
+8
2115
$48K ﹤0.01%
914
+120
2116
$48K ﹤0.01%
2,982
+756
2117
$48K ﹤0.01%
2,695
+249
2118
$48K ﹤0.01%
3,881
+145
2119
$48K ﹤0.01%
1,545
+1,305
2120
$48K ﹤0.01%
1,550
+1,210
2121
$48K ﹤0.01%
2,034
+493
2122
$47K ﹤0.01%
1,708
-114
2123
$47K ﹤0.01%
997
+90
2124
$47K ﹤0.01%
7,600
+202
2125
$47K ﹤0.01%
3,874
+729
83 84
85
86 87