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
501
$5.49M 0.01%
44,147
-10,686
502
$5.47M 0.01%
89,280
-1,518
503
$5.45M 0.01%
379,848
504
$5.41M 0.01%
91,197
-2,400
505
$5.41M 0.01%
260,430
+147,930
506
$5.4M 0.01%
100,276
507
$5.34M 0.01%
96,181
-11,762
508
$5.29M 0.01%
39,119
+13
509
$5.25M 0.01%
517,257
510
$5.23M 0.01%
340,268
-540,179
511
$5.22M 0.01%
58,582
-26
512
$5.22M 0.01%
51,897
-2,150
513
$5.12M 0.01%
31,369
514
$5.12M 0.01%
199,980
515
$5.12M 0.01%
42,927
516
$5.12M 0.01%
29,372
517
$5.05M 0.01%
214,169
+39
518
$5.03M 0.01%
62,034
+2,032
519
$4.99M 0.01%
163,746
520
$4.96M 0.01%
73,576
+57,312
521
$4.91M 0.01%
53,660
522
$4.89M 0.01%
43,067
+12,390
523
$4.85M 0.01%
145,885
+29,551
524
$4.85M 0.01%
172,729
525
$4.85M 0.01%
79,096
+14,832
19 20
21
22 23