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
426
$7.83M 0.02%
952,498
427
$7.71M 0.02%
456,000
428
$7.68M 0.02%
97,560
+37,652
429
$7.58M 0.02%
66,658
+16,250
430
$7.42M 0.02%
309,962
-116,402
431
$7.42M 0.02%
123,610
+37,053
432
$7.36M 0.02%
190,744
-32,302
433
$7.33M 0.02%
71,891
-86
434
$7.27M 0.02%
167,835
-3,434
435
$7.26M 0.02%
162,991
-4
436
$7.25M 0.02%
14,104
+31
437
$7.22M 0.02%
481,611
438
$7.12M 0.02%
224,886
-60
439
$7.1M 0.02%
76,218
440
$7.08M 0.02%
271,696
+6,800
441
$7M 0.02%
66,864
-3,858
442
$7M 0.02%
51,618
-91,204
443
$6.98M 0.02%
59,227
+15
444
$6.93M 0.02%
253,323
+11,000
445
$6.91M 0.02%
105,587
446
$6.87M 0.02%
107,553
-7,283
447
$6.86M 0.02%
121,507
+20,061
448
$6.84M 0.02%
108,223
+1,988
449
$6.83M 0.02%
45,440
+4,967
450
$6.82M 0.02%
218,976
+45,031
16 17
18
19 20