ERBIX Holdings — Eaton Vance Richard Bernstein Equity Strategy Fund

All 245 reported holdings of Eaton Vance Richard Bernstein Equity Strategy Fund (ERBIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
iShares Core MSCI Emerging Markets ETF5.43%$31.49M
NVIDIA Corp4.88%$28.29M
Apple Inc3.89%$22.60M
Microsoft Corp3.33%$19.32M
Amazon.com Inc2.78%$16.12M
Alphabet Inc2.68%$15.54M
Morgan Stanley & Co. LLC2.29%$13.31M
Broadcom Inc2.09%$12.15M
iShares MSCI Brazil ETF1.63%$9.47M
iShares MSCI Taiwan ETF1.58%$9.18M
Meta Platforms Inc1.35%$7.86M
State Street Global Advisors1.17%$6.81M
Alphabet Inc1.15%$6.69M
iShares MSCI South Korea ETF1.08%$6.27M
Tesla Inc1.05%$6.11M
Micron Technology Inc1.00%$5.78M
Franklin FTSE China ETF0.96%$5.57M
Iberdrola SA0.94%$5.45M
Advanced Micro Devices Inc0.86%$5.01M
UnitedHealth Group Inc0.82%$4.78M
BNP Paribas SA0.80%$4.66M
Western Digital Corp0.68%$3.96M
JPMorgan Chase & Co0.67%$3.86M
Eli Lilly & Co0.66%$3.85M
Enel SpA0.62%$3.59M
Elevance Health Inc0.60%$3.47M
Berkshire Hathaway Inc0.60%$3.46M
ConocoPhillips0.56%$3.25M
Intel Corp0.55%$3.20M
General Electric Co0.52%$2.99M
Banco Bilbao Vizcaya Argentaria SA0.51%$2.97M
Banco Santander SA0.51%$2.95M
National Grid PLC0.50%$2.93M
Walmart Inc0.50%$2.92M
Caterpillar Inc0.50%$2.90M
UniCredit SpA0.49%$2.83M
CVS Health Corp0.49%$2.83M
Cigna Group/The0.47%$2.71M
Humana Inc0.46%$2.66M
ASML Holding NV0.46%$2.65M
E.on SE0.44%$2.56M
Novartis AG0.43%$2.52M
Taiwan Semiconductor Manufacturing Co Ltd0.43%$2.47M
Exxon Mobil Corp0.42%$2.46M
Visa Inc0.41%$2.40M
GE Vernova Inc0.41%$2.39M
Cisco Systems Inc0.40%$2.30M
Palantir Technologies Inc0.39%$2.23M
Coca-Cola Co/The0.37%$2.16M
Franklin FTSE Latin America ETF0.37%$2.12M
Goldman Sachs Group Inc/The0.36%$2.12M
Lam Research Corp0.36%$2.10M
Mastercard Inc0.36%$2.09M
Netflix Inc0.36%$2.07M
Centene Corp0.35%$2.05M
Costco Wholesale Corp0.35%$2.03M
Societe Generale SA0.33%$1.93M
Oracle Corp0.33%$1.92M
Johnson & Johnson0.33%$1.91M
Sumitomo Mitsui Financial Group Inc0.32%$1.87M
QUALCOMM Inc0.32%$1.87M
Corning Inc0.32%$1.86M
Bank of America Corp0.32%$1.85M
Engie SA0.32%$1.84M
Applied Materials Inc0.31%$1.82M
Danone SA0.31%$1.82M
General Dynamics Corp0.31%$1.78M
AbbVie Inc0.31%$1.78M
Rwe AG0.30%$1.77M
BAE Systems PLC0.30%$1.75M
Markel Group Inc0.30%$1.74M
Mizuho Financial Group Inc0.29%$1.71M
Eaton Corp PLC0.29%$1.67M
Wells Fargo & Co0.29%$1.67M
Texas Instruments Inc0.28%$1.64M
Intesa Sanpaolo SpA0.28%$1.63M
Howmet Aerospace Inc0.28%$1.62M
Sse PLC0.27%$1.58M
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen0.27%$1.57M
Deutsche Bank AG0.27%$1.56M
Gilead Sciences Inc0.27%$1.56M
Merck & Co Inc0.27%$1.56M
Siemens Energy AG0.26%$1.54M
Palo Alto Networks Inc0.26%$1.54M
Electro Optic Systems Holdings Ltd0.26%$1.53M
Home Depot Inc/The0.26%$1.52M
SoftBank Group Corp0.26%$1.50M
International Business Machines Corp0.26%$1.49M
PACCAR Inc0.25%$1.47M
ORIX Corp0.25%$1.47M
Crowdstrike Holdings Inc0.25%$1.46M
United Rentals Inc0.25%$1.46M
Japan Post Bank Co Ltd0.25%$1.45M
Linde PLC0.25%$1.45M
Arista Networks Inc0.25%$1.44M
Antero Midstream Corp0.25%$1.43M
EOG Resources Inc0.24%$1.41M
ServiceNow Inc0.24%$1.41M
Automatic Data Processing Inc0.24%$1.40M
Sandisk Corp/DE0.24%$1.40M
Leonardo SpA0.24%$1.40M
KLA Corp0.24%$1.40M
Northrop Grumman Corp0.24%$1.40M
Boston Scientific Corp0.24%$1.40M
Johnson Controls International plc0.24%$1.38M
Saab AB0.24%$1.37M
UMB Financial Corp0.23%$1.36M
Delta Air Lines Inc0.23%$1.36M
Hitachi Ltd0.23%$1.33M
Philip Morris International Inc0.23%$1.33M
Cencora Inc0.23%$1.32M
Rheinmetall AG0.23%$1.32M
Wintrust Financial Corp0.23%$1.32M
Citizens Financial Group Inc0.23%$1.32M
nVent Electric PLC0.23%$1.31M
Constellation Energy Corp0.23%$1.31M
RTX Corp0.22%$1.30M
Newmont Corp0.22%$1.30M
Paychex Inc0.22%$1.30M
AstraZeneca PLC0.22%$1.30M
Piraeus Bank SA0.22%$1.29M
Ford Motor Co0.22%$1.28M
Chevron Corp0.22%$1.28M
McKesson Corp0.22%$1.28M
Targa Resources Corp0.22%$1.28M
Molina Healthcare Inc0.22%$1.27M
National Bank of Greece SA0.22%$1.27M
Devon Energy Corp0.22%$1.26M
TJX Cos Inc/The0.22%$1.26M
Swedbank AB0.22%$1.26M
Analog Devices Inc0.22%$1.26M
Next Vision Stabilized Systems Ltd0.22%$1.26M
Salesforce Inc0.22%$1.25M
ING Groep NV0.22%$1.25M
Quanta Services Inc0.22%$1.25M
Allianz SE0.21%$1.25M
Seagate Technology Holdings PLC0.21%$1.24M
Regions Financial Corp0.21%$1.24M
Adobe Inc0.21%$1.24M
Uber Technologies Inc0.21%$1.23M
CaixaBank SA0.21%$1.23M
C3.ai Inc0.21%$1.22M
Mercury Systems Inc0.21%$1.21M
Hartford Insurance Group Inc/The0.21%$1.21M
Volvo AB0.21%$1.21M
Airbus SE0.21%$1.21M
Entergy Corp0.21%$1.20M
Gunma Bank Ltd/The0.21%$1.20M
Banco BPM SpA0.21%$1.20M
Chiba Bank Ltd/The0.21%$1.20M
Paylocity Holding Corp0.21%$1.20M
Lockheed Martin Corp0.21%$1.19M
Atlas Copco AB0.21%$1.19M
SLB Ltd0.21%$1.19M
EssilorLuxottica SA0.21%$1.19M
Charles Schwab Corp/The0.20%$1.19M
Siemens AG0.20%$1.19M
Yokohama Financial Group Inc0.20%$1.18M
Amgen Inc0.20%$1.18M
Honeywell International Inc0.20%$1.18M
Insulet Corp0.20%$1.18M
AppLovin Corp0.20%$1.18M
KKR & Co Inc0.20%$1.18M
Prologis Inc0.20%$1.18M
Nomura Holdings Inc0.20%$1.18M
M&T Bank Corp0.20%$1.18M
Halliburton Co0.20%$1.18M
Northern Trust Corp0.20%$1.17M
Western Alliance Bancorp0.20%$1.17M
Huntington Bancshares Inc/OH0.20%$1.17M
S&P Global Inc0.20%$1.17M
Citigroup Inc0.20%$1.17M
Boeing Co/The0.20%$1.17M
Banc of California Inc0.20%$1.17M
Diamondback Energy Inc0.20%$1.17M
Hokuhoku Financial Group Inc0.20%$1.17M
American Express Co0.20%$1.17M
Thermo Fisher Scientific Inc0.20%$1.17M
Truist Financial Corp0.20%$1.16M
PulteGroup Inc0.20%$1.16M
United Bankshares Inc/WV0.20%$1.16M
L3Harris Technologies Inc0.20%$1.16M
Intuitive Surgical Inc0.20%$1.16M
Fukuoka Financial Group Inc0.20%$1.16M
Freeport-McMoRan Inc0.20%$1.16M
Hirogin Holdings Inc0.20%$1.16M
Nucor Corp0.20%$1.16M
Leonardo DRS Inc0.20%$1.16M
Lennar Corp0.20%$1.16M
Carrier Global Corp0.20%$1.16M
Fifth Third Bancorp0.20%$1.16M
Crown Castle Inc0.20%$1.16M
Exelon Corp0.20%$1.16M
Edp SA0.20%$1.16M
Verizon Communications Inc0.20%$1.15M
APA Corp0.20%$1.15M
Taylor Morrison Home Corp0.20%$1.15M
Comcast Corp0.20%$1.15M
Abbott Laboratories0.20%$1.15M
Blackrock Inc0.20%$1.15M
American International Group Inc0.20%$1.15M
Shizuoka Financial Group Inc0.20%$1.15M
Procter & Gamble Co/The0.20%$1.15M
Resona Holdings Inc0.20%$1.15M
Sempra0.20%$1.15M
PPG Industries Inc0.20%$1.15M
American Electric Power Co Inc0.20%$1.15M
EQT Corp0.20%$1.15M
American Tower Corp0.20%$1.15M
NextEra Energy Inc0.20%$1.15M
Century Communities Inc0.20%$1.15M
Rockwell Automation Inc0.20%$1.15M
Booking Holdings Inc0.20%$1.14M
Union Pacific Corp0.20%$1.14M
Sumitomo Mitsui Trust Group Inc0.20%$1.14M
PepsiCo Inc0.20%$1.14M
Graphic Packaging Holding Co0.20%$1.14M
Kyushu Financial Group Inc0.20%$1.14M
CSX Corp0.20%$1.14M
Starbucks Corp0.20%$1.14M
Brookfield Corp0.20%$1.14M
Waste Management Inc0.20%$1.14M
BXP Inc0.20%$1.14M
Air Products and Chemicals Inc0.20%$1.14M
O'Reilly Automotive Inc0.20%$1.14M
Smiths Group PLC0.20%$1.14M
National Storage Affiliates Trust0.20%$1.14M
News Corp0.20%$1.14M
Banca Monte dei Paschi di Siena SpA0.20%$1.13M
CACI International Inc0.20%$1.13M
Unitil Corp0.20%$1.13M
Fox Corp0.19%$1.13M
International Flavors & Fragrances Inc0.19%$1.13M
Corteva Inc0.19%$1.13M
EMCOR Group Inc0.19%$1.12M
Cummins Inc0.19%$1.12M
Kratos Defense & Security Solutions Inc0.19%$1.12M
NXP Semiconductors NV0.19%$1.12M
Toyota Tsusho Corp0.19%$1.12M
AeroVironment Inc0.19%$1.11M
Iyogin Holdings Inc0.19%$1.11M
nLight Inc0.19%$1.10M
TTM Technologies Inc0.18%$1.07M
Nordex SE0.18%$1.04M
Banco de Sabadell SA0.18%$1.02M

ERBIX overview: performance, fees, allocation and SEC filings