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
$41.3B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$97.8M
3
+$93.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$90.6M
5
TWX
Time Warner Inc
TWX
+$63.1M

Top Sells

1
+$188M
2
+$115M
3
+$82.6M
4
LOW icon
Lowe's Companies
LOW
+$78.2M
5
JPM icon
JPMorgan Chase
JPM
+$66.1M

Sector Composition

1 Financials 17.56%
2 Technology 15.13%
3 Healthcare 14.74%
4 Consumer Discretionary 10.71%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.15M 0.02%
165,362
-1,384
402
$9.1M 0.02%
263,257
-76,023
403
$8.99M 0.02%
219,064
+3,582
404
$8.95M 0.02%
+579,045
405
$8.85M 0.02%
+75,329
406
$8.8M 0.02%
200,842
+7,716
407
$8.79M 0.02%
182,436
+11,217
408
$8.72M 0.02%
159,024
-19,110
409
$8.66M 0.02%
169,401
+10,459
410
$8.66M 0.02%
181,159
-1,087
411
$8.65M 0.02%
240,138
-10,474
412
$8.61M 0.02%
852,040
413
$8.53M 0.02%
73,027
-127,562
414
$8.46M 0.02%
586,787
+95
415
$8.32M 0.02%
64,795
+2,044
416
$8.3M 0.02%
207,201
-1,387
417
$8.29M 0.02%
267,001
418
$8.21M 0.02%
117,937
-11,631
419
$8.18M 0.02%
200,066
+187,750
420
$8.15M 0.02%
169,457
+5,562
421
$8.12M 0.02%
184,134
+8,073
422
$8.06M 0.02%
82,340
423
$8.01M 0.02%
324,311
424
$7.97M 0.02%
103,750
+156
425
$7.88M 0.02%
91,344
+23,540
15 16
17
18 19