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
576
$9.39M 0.01%
40,877
-652
577
$9.36M 0.01%
90,785
+2,405
578
$9.31M 0.01%
163,263
+2,462
579
$9.24M 0.01%
208,982
+4,206
580
$9.21M 0.01%
148,121
+5,446
581
$9.12M 0.01%
81,134
+10,397
582
$9.08M 0.01%
538,705
+2,566
583
$9.06M 0.01%
576,489
+2,202
584
$9M 0.01%
183,704
+4,117
585
$9M 0.01%
419,191
-59,318
586
$8.98M 0.01%
36,949
-100
587
$8.8M 0.01%
24,918
+322
588
$8.78M 0.01%
168,765
+1,140
589
$8.77M 0.01%
109,350
+172
590
$8.73M 0.01%
95,462
-4,045
591
$8.72M 0.01%
66,322
-18,063
592
$8.68M 0.01%
219,430
+143
593
$8.66M 0.01%
142,515
+3,984
594
$8.6M 0.01%
46,889
+485
595
$8.6M 0.01%
104,900
-157
596
$8.55M 0.01%
22,497
+16
597
$8.46M 0.01%
315,593
+56,739
598
$8.44M 0.01%
91,523
+3,547
599
$8.38M 0.01%
237,353
+198
600
$8.37M 0.01%
69,622
+1,122
22 23
24
25 26