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
526
$4.84M 0.01%
56,212
527
$4.84M 0.01%
+36,000
528
$4.78M 0.01%
84,586
529
$4.73M 0.01%
21,655
+10,856
530
$4.7M 0.01%
114,620
531
$4.69M 0.01%
+52,766
532
$4.69M 0.01%
97,485
-1,278
533
$4.68M 0.01%
36,866
+5,000
534
$4.67M 0.01%
160,909
+9,615
535
$4.6M 0.01%
65,248
536
$4.6M 0.01%
81,580
537
$4.57M 0.01%
61,560
-1,530
538
$4.56M 0.01%
96,170
539
$4.56M 0.01%
80,984
+22,490
540
$4.51M 0.01%
40,100
541
$4.48M 0.01%
20,162
-27,491
542
$4.48M 0.01%
83,881
-1,200
543
$4.45M 0.01%
135,666
-2,902
544
$4.42M 0.01%
46,012
545
$4.36M 0.01%
185,032
+150,544
546
$4.36M 0.01%
170,210
+55,044
547
$4.35M 0.01%
25,192
-31
548
$4.35M 0.01%
71,000
549
$4.33M 0.01%
386,184
550
$4.29M 0.01%
113,808
+31
20 21
22
23 24