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
501
$13.9M 0.02%
140,621
+242
502
$13.8M 0.02%
543,947
+51,166
503
$13.7M 0.02%
+453,822
504
$13.7M 0.02%
28,873
+51
505
$13.7M 0.02%
125,843
-8,078
506
$13.7M 0.02%
404,547
+176,934
507
$13.6M 0.02%
261,737
-130,304
508
$13.4M 0.02%
106,663
+1,812
509
$13.4M 0.02%
124,876
+483
510
$13.3M 0.02%
447,563
+232
511
$13.2M 0.02%
167,323
+1,770
512
$13.2M 0.02%
195,469
513
$13.1M 0.02%
935,895
+437,779
514
$13.1M 0.02%
49,617
+14
515
$13M 0.02%
222,490
+217,182
516
$12.9M 0.02%
114,249
+6,025
517
$12.9M 0.02%
183,078
+1,464
518
$12.9M 0.02%
261,681
+23,093
519
$12.8M 0.02%
861,025
+167
520
$12.8M 0.02%
+88,899
521
$12.6M 0.02%
85,545
-26,364
522
$12.5M 0.02%
648,260
+167,461
523
$12.5M 0.02%
345,847
+158
524
$12.5M 0.02%
50,499
525
$12.4M 0.02%
109,586
+1,211
19 20
21
22 23