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
376
$27.3M 0.04%
380,435
-62,703
377
$27.2M 0.04%
151,975
+3,068
378
$27.2M 0.04%
1,622,805
-137,837
379
$26.6M 0.04%
498,744
+216,808
380
$26.6M 0.04%
254,278
-53,981
381
$26.5M 0.04%
259,813
+648
382
$26.4M 0.04%
131,327
-10,672
383
$26.3M 0.04%
623,431
-388,309
384
$26.3M 0.04%
410,693
+89
385
$26.3M 0.04%
1,216,989
+398,707
386
$26.2M 0.04%
100,646
+97,016
387
$26.2M 0.04%
696,686
+758
388
$26.2M 0.04%
218,345
-71,293
389
$26.1M 0.04%
+727,380
390
$26.1M 0.04%
467,798
-6,036
391
$25.7M 0.04%
132,105
+268
392
$25.7M 0.04%
506,959
+79,053
393
$25.3M 0.04%
265,567
+20,428
394
$25.2M 0.04%
130,668
+928
395
$25.1M 0.04%
275,856
-35,325
396
$25.1M 0.04%
313,315
+1,559
397
$25M 0.04%
253,432
+35
398
$24.6M 0.04%
465,057
-506,434
399
$24.6M 0.04%
114,869
-51,640
400
$24.5M 0.04%
900,432
-4,373
14 15
16
17 18