EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
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
+$123M
2
+$122M
3
+$86.9M
4
DIS icon
Walt Disney
DIS
+$84.6M
5
TEL icon
TE Connectivity
TEL
+$78.4M

Top Sells

1
+$251M
2
+$178M
3
+$139M
4
LOW icon
Lowe's Companies
LOW
+$128M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 15.14%
3 Healthcare 13.71%
4 Consumer Discretionary 12.44%
5 Communication Services 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$0 ﹤0.01%
+10
2902
$0 ﹤0.01%
+19
2903
$0 ﹤0.01%
+5
2904
– –
-4,290
2905
– –
-273,138
2906
$0 ﹤0.01%
+9
2907
– –
-676,900
2908
– –
-266,100
2909
$0 ﹤0.01%
+8
2910
$0 ﹤0.01%
+11
2911
$0 ﹤0.01%
+2
2912
$0 ﹤0.01%
+13
2913
$0 ﹤0.01%
+13
2914
$0 ﹤0.01%
+12
2915
$0 ﹤0.01%
+33
2916
– –
-10,778
2917
– –
-423,900
2918
$0 ﹤0.01%
+10
2919
$0 ﹤0.01%
+12
2920
$0 ﹤0.01%
+32
2921
$0 ﹤0.01%
+5
2922
$0 ﹤0.01%
+5
2923
– –
-5,856
2924
– –
-899,100
2925
$0 ﹤0.01%
+10
114 115 116
117
118