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
2301
$28K ﹤0.01%
+1,214
2302
$28K ﹤0.01%
982
+100
2303
$28K ﹤0.01%
1,787
+581
2304
$28K ﹤0.01%
1,537
+108
2305
$28K ﹤0.01%
340
-131
2306
$27K ﹤0.01%
789
+398
2307
$27K ﹤0.01%
326
-89
2308
$27K ﹤0.01%
+1,143
2309
$27K ﹤0.01%
200
2310
$27K ﹤0.01%
4,085
-169
2311
$27K ﹤0.01%
+1,286
2312
$27K ﹤0.01%
1,000
2313
$27K ﹤0.01%
1,000
-109,000
2314
$27K ﹤0.01%
2,005
+466
2315
$27K ﹤0.01%
500
2316
$27K ﹤0.01%
95
2317
$27K ﹤0.01%
2,490
+1,029
2318
$27K ﹤0.01%
+1,078
2319
$27K ﹤0.01%
1,343
-271
2320
$27K ﹤0.01%
1,000
+800
2321
$26K ﹤0.01%
732
2322
$26K ﹤0.01%
886
-398
2323
$26K ﹤0.01%
641
+33
2324
$26K ﹤0.01%
1,500
-1,500
2325
$26K ﹤0.01%
958
-724
91 92
93
94 95