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
551
$11.1M 0.02%
443,306
+241
552
$11M 0.02%
82,066
-11,198
553
$10.9M 0.02%
241,149
-18,029
554
$10.8M 0.02%
535,193
+5,619
555
$10.6M 0.02%
117,030
-31
556
$10.6M 0.02%
70,418
+5
557
$10.6M 0.02%
679,823
-120
558
$10.5M 0.02%
213,981
+57
559
$10.5M 0.02%
60,356
+167
560
$10.5M 0.02%
136,499
+217
561
$10.4M 0.02%
157,085
562
$10.4M 0.02%
37,427
-1,348
563
$10.3M 0.02%
230,758
+138,909
564
$10.3M 0.02%
35,186
+1,299
565
$10.3M 0.02%
2,178
566
$10.3M 0.02%
44,422
+378
567
$10M 0.01%
69,427
-6
568
$10M 0.01%
347,360
-167,910
569
$10M 0.01%
271,060
+7,520
570
$9.88M 0.01%
267,893
+257,387
571
$9.75M 0.01%
6,946
-6,174
572
$9.74M 0.01%
618,967
+7,916
573
$9.59M 0.01%
81,214
+4,850
574
$9.59M 0.01%
187,381
+961
575
$9.49M 0.01%
207,949
+515
21 22
23
24 25