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
2451
$16K ﹤0.01%
87
2452
$16K ﹤0.01%
+375
2453
$16K ﹤0.01%
990
+99
2454
$16K ﹤0.01%
578
2455
$15K ﹤0.01%
149
2456
$15K ﹤0.01%
293
+78
2457
$15K ﹤0.01%
165
2458
$15K ﹤0.01%
652
-1,395
2459
$15K ﹤0.01%
100
2460
$15K ﹤0.01%
350
2461
$15K ﹤0.01%
168
2462
$15K ﹤0.01%
290
2463
$15K ﹤0.01%
556
-2,086
2464
$15K ﹤0.01%
392
2465
$15K ﹤0.01%
420
-43
2466
$15K ﹤0.01%
1,270
+390
2467
$15K ﹤0.01%
1,095
-370
2468
$15K ﹤0.01%
479
2469
$14K ﹤0.01%
869
+436
2470
$14K ﹤0.01%
111
+14
2471
$14K ﹤0.01%
286
2472
$14K ﹤0.01%
843
+150
2473
$14K ﹤0.01%
741
2474
$14K ﹤0.01%
100
2475
$14K ﹤0.01%
841
97 98
99
100 101