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
576
$3.63M 0.01%
52,800
+4,850
577
$3.59M 0.01%
260,628
578
$3.57M 0.01%
20,563
+28
579
$3.55M 0.01%
124,470
+76
580
$3.52M 0.01%
20,483
581
$3.51M 0.01%
38,862
582
$3.49M 0.01%
33,285
+7,758
583
$3.47M 0.01%
61,077
-35
584
$3.46M 0.01%
19,125
585
$3.42M 0.01%
61,116
+14,000
586
$3.4M 0.01%
111,496
-500
587
$3.4M 0.01%
52,669
-4,309
588
$3.37M 0.01%
43,705
+12,745
589
$3.36M 0.01%
50,546
+39,500
590
$3.36M 0.01%
105,310
-26,858
591
$3.33M 0.01%
60,330
-66,136
592
$3.33M 0.01%
55,393
593
$3.33M 0.01%
96,040
594
$3.3M 0.01%
131,181
595
$3.28M 0.01%
188,178
+60
596
$3.26M 0.01%
52,945
597
$3.26M 0.01%
42,571
598
$3.26M 0.01%
66,161
599
$3.25M 0.01%
158,472
-477
600
$3.23M 0.01%
66,750
-162,228
22 23
24
25 26