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
426
$20.8M 0.03%
158,199
+2,547
427
$20.7M 0.03%
333,830
+160,390
428
$20.3M 0.03%
188,230
+4,443
429
$20.3M 0.03%
249,581
+8,502
430
$20.2M 0.03%
205,812
+59,415
431
$20.1M 0.03%
178,424
+45,043
432
$20M 0.03%
208,748
-41,472
433
$20M 0.03%
411,515
+124
434
$19.8M 0.03%
+531,618
435
$19.7M 0.03%
756,879
+15,127
436
$19.7M 0.03%
187,315
+901
437
$19.4M 0.03%
426,836
+5,236
438
$19.3M 0.03%
172,013
+124
439
$19.2M 0.03%
365,787
+1,730
440
$19M 0.03%
279,850
+79,590
441
$19M 0.03%
309,696
+1,982
442
$18.9M 0.03%
45,050
-12,167
443
$18.8M 0.03%
57,657
+655
444
$18.6M 0.03%
59,212
+1,739
445
$18.6M 0.03%
133,979
+2,978
446
$18.5M 0.03%
331,429
-20,285
447
$18.5M 0.03%
34,893
+14,187
448
$18.4M 0.03%
605,631
+225,178
449
$18.4M 0.03%
210,203
+3,749
450
$18.4M 0.03%
+695,657
16 17
18
19 20