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
526
$12.3M 0.02%
+467,602
527
$12.3M 0.02%
1,354,195
-1,364,870
528
$12.2M 0.02%
253,747
+1,719
529
$12.2M 0.02%
115,856
+549
530
$12.1M 0.02%
177,116
+40,526
531
$12.1M 0.02%
61,424
-32,715
532
$12M 0.02%
127,720
+9,764
533
$11.9M 0.02%
112,181
+11,626
534
$11.9M 0.02%
239,000
+457
535
$11.9M 0.02%
185,617
+3,046
536
$11.9M 0.02%
211,617
-137,296
537
$11.7M 0.02%
78,230
-25,000
538
$11.7M 0.02%
130,744
-563,635
539
$11.6M 0.02%
184,337
+39,845
540
$11.6M 0.02%
64,119
+488
541
$11.6M 0.02%
17,020
+1,704
542
$11.5M 0.02%
46,427
+1,614
543
$11.5M 0.02%
217,469
+19,042
544
$11.4M 0.02%
251,150
+1,928
545
$11.3M 0.02%
100,729
+200
546
$11.3M 0.02%
+240,082
547
$11.3M 0.02%
75,548
548
$11.2M 0.02%
147,059
549
$11.1M 0.02%
378,793
+223,485
550
$11.1M 0.02%
307,721
+4,141
20 21
22
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