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
551
$4.29M 0.01%
248,424
-14,450
552
$4.21M 0.01%
246,974
+4,444
553
$4.17M 0.01%
273,675
-5,372
554
$4.16M 0.01%
48,467
555
$4.16M 0.01%
139,000
556
$4.14M 0.01%
139,255
+77,275
557
$4.1M 0.01%
51,389
-5,090
558
$4.05M 0.01%
88,912
+8,004
559
$3.95M 0.01%
+55,008
560
$3.92M 0.01%
82,034
561
$3.9M 0.01%
47,735
-12,000
562
$3.88M 0.01%
70,727
563
$3.86M 0.01%
52,776
+4,838
564
$3.86M 0.01%
58,406
565
$3.85M 0.01%
179,568
566
$3.84M 0.01%
90,111
+26
567
$3.81M 0.01%
79,708
+5,465
568
$3.81M 0.01%
69,804
569
$3.81M 0.01%
527,743
-353,523
570
$3.75M 0.01%
203,226
-5,076
571
$3.73M 0.01%
239,970
572
$3.72M 0.01%
58,623
-295
573
$3.71M 0.01%
27,553
+726
574
$3.67M 0.01%
75,453
+23
575
$3.66M 0.01%
41,617
-12,414
21 22
23
24 25