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
401
$24.2M 0.04%
409,037
-146
402
$24.1M 0.04%
165,103
-14,161
403
$23.8M 0.04%
319,516
+407
404
$23.6M 0.04%
97,685
+2,148
405
$23.6M 0.04%
675,300
406
$23.6M 0.04%
+844,110
407
$23.5M 0.03%
216,933
+949
408
$23.4M 0.03%
567,799
+236,683
409
$23.3M 0.03%
+229,954
410
$23.3M 0.03%
171,671
+6,451
411
$23.2M 0.03%
184,338
+7,190
412
$23M 0.03%
71,664
+27
413
$22.8M 0.03%
438,227
+433,964
414
$22.7M 0.03%
148,477
+63,609
415
$22.6M 0.03%
114,264
+5,679
416
$22.5M 0.03%
263,074
-22,201
417
$22.4M 0.03%
207,648
+15
418
$22.3M 0.03%
26,727
-13,247
419
$22.3M 0.03%
450,506
-117,319
420
$22.1M 0.03%
327,231
-659,323
421
$22M 0.03%
35,592
+88
422
$22M 0.03%
289,476
+1,168
423
$21.3M 0.03%
509,893
+58,530
424
$21M 0.03%
122,392
+5,375
425
$20.9M 0.03%
+328,449
15 16
17
18 19