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
2401
$20K ﹤0.01%
200
2402
$20K ﹤0.01%
600
2403
$20K ﹤0.01%
2,122
2404
$20K ﹤0.01%
100
2405
$20K ﹤0.01%
+175
2406
$20K ﹤0.01%
588
2407
$19K ﹤0.01%
623
-263
2408
$19K ﹤0.01%
750
2409
$19K ﹤0.01%
500
2410
$19K ﹤0.01%
194
2411
$19K ﹤0.01%
407
-98
2412
$18K ﹤0.01%
1,321
2413
$18K ﹤0.01%
998
2414
$18K ﹤0.01%
900
2415
$18K ﹤0.01%
1,521
-114
2416
$18K ﹤0.01%
148
-295,480
2417
$18K ﹤0.01%
2,687
-1,894
2418
$18K ﹤0.01%
520
+290
2419
$18K ﹤0.01%
380
+35
2420
$18K ﹤0.01%
1,001
+673
2421
$18K ﹤0.01%
848
2422
$18K ﹤0.01%
1,245
-482
2423
$17K ﹤0.01%
275
2424
$17K ﹤0.01%
461
2425
$17K ﹤0.01%
500
95 96
97
98 99