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
476
$6.14M 0.01%
121,385
+12,550
477
$6.12M 0.01%
120,450
-9,046
478
$6.11M 0.01%
145,608
479
$5.99M 0.01%
282,157
+20,601
480
$5.97M 0.01%
436,908
481
$5.97M 0.01%
111,235
482
$5.97M 0.01%
149,701
483
$5.95M 0.01%
47,136
-1,043
484
$5.95M 0.01%
115,383
-19,340
485
$5.85M 0.01%
22,322
486
$5.85M 0.01%
+110,119
487
$5.82M 0.01%
71,828
+19,682
488
$5.78M 0.01%
32,830
489
$5.75M 0.01%
77,039
+15,065
490
$5.7M 0.01%
+207,482
491
$5.7M 0.01%
126,264
492
$5.68M 0.01%
135,432
493
$5.67M 0.01%
36,346
+1,477
494
$5.64M 0.01%
329,138
495
$5.64M 0.01%
98,621
+43,741
496
$5.63M 0.01%
669,620
497
$5.59M 0.01%
81,791
-2,286
498
$5.57M 0.01%
103,253
-1,577
499
$5.53M 0.01%
1,260,253
500
$5.52M 0.01%
71,822
-3,865
18 19
20
21 22