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
326
$35.9M 0.05%
297,962
+33,103
327
$35.9M 0.05%
501,264
-232,071
328
$35.3M 0.05%
162,477
+86,173
329
$35.3M 0.05%
477,429
+51,660
330
$35.1M 0.05%
108,334
+3,093
331
$34.8M 0.05%
634,206
-45,728
332
$34.7M 0.05%
109,015
+12,927
333
$34.7M 0.05%
687,558
-55,789
334
$34.4M 0.05%
443,695
-117,473
335
$34.1M 0.05%
187,617
-2,137
336
$34M 0.05%
174,519
+486
337
$34M 0.05%
895,143
+2,094
338
$33.7M 0.05%
290,670
-240,597
339
$33.2M 0.05%
216,747
+5,536
340
$33.1M 0.05%
218,402
+295
341
$33M 0.05%
526,689
-341,865
342
$32.8M 0.05%
728,200
-164,328
343
$32.8M 0.05%
271,511
+5,733
344
$32.7M 0.05%
646,115
+552,054
345
$32.3M 0.05%
390,912
-200
346
$32.1M 0.05%
81,059
-1,815
347
$31.9M 0.05%
478,844
+285,433
348
$31.7M 0.05%
204,037
-617
349
$31.2M 0.05%
335,736
-3,100
350
$30.9M 0.05%
100,187
12 13
14
15 16