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
$67.4B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,940
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$119M
3 +$118M
4
DIS icon
Walt Disney
DIS
+$84.5M
5
CPRI icon
Capri Holdings
CPRI
+$80.2M

Top Sells

1 +$245M
2 +$163M
3 +$136M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$123M
5
LOW icon
Lowe's Companies
LOW
+$116M

Sector Composition

1 Technology 22.42%
2 Financials 15.14%
3 Healthcare 13.71%
4 Consumer Discretionary 12.44%
5 Communication Services 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$5K ﹤0.01%
+135
2627
$5K ﹤0.01%
+294
2628
$5K ﹤0.01%
+295
2629
$5K ﹤0.01%
+45
2630
$5K ﹤0.01%
+149
2631
$5K ﹤0.01%
+162
2632
$5K ﹤0.01%
+169
2633
$5K ﹤0.01%
+23
2634
$5K ﹤0.01%
+373
2635
$5K ﹤0.01%
+1,496
2636
$5K ﹤0.01%
+100
2637
$5K ﹤0.01%
+219
2638
$4K ﹤0.01%
+146
2639
$4K ﹤0.01%
+244
2640
$4K ﹤0.01%
+446
2641
$4K ﹤0.01%
+900
2642
$4K ﹤0.01%
+177
2643
$4K ﹤0.01%
+1,323
2644
$4K ﹤0.01%
+163
2645
$4K ﹤0.01%
+44
2646
$4K ﹤0.01%
+742
2647
$4K ﹤0.01%
+1,000
2648
$4K ﹤0.01%
+83
2649
$4K ﹤0.01%
+86
2650
$4K ﹤0.01%
+244