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
601
$3.23M 0.01%
26,015
+15,894
602
$3.21M 0.01%
61,612
+3,840
603
$3.19M 0.01%
74,097
-1,543
604
$3.18M 0.01%
66,979
-1,140
605
$3.17M 0.01%
+21,835
606
$3.17M 0.01%
170,559
-4,568
607
$3.15M 0.01%
38,414
+25,573
608
$3.15M 0.01%
40,632
609
$3.15M 0.01%
81,796
-4,965
610
$3.12M 0.01%
166,000
611
$3.12M 0.01%
43,758
+20,679
612
$3.12M 0.01%
79,679
+63,312
613
$3.09M 0.01%
1,596
+496
614
$3.07M 0.01%
11,433
+1,375
615
$3.07M 0.01%
269,352
616
$3.04M 0.01%
58,469
-1,258
617
$3.04M 0.01%
89,138
618
$3.03M 0.01%
61,220
-1,349
619
$3.01M 0.01%
82,569
+91
620
$3M 0.01%
92,832
-1,500
621
$2.96M 0.01%
+305,122
622
$2.94M 0.01%
80,432
-31,000
623
$2.93M 0.01%
22,062
-1,737
624
$2.93M 0.01%
56,048
625
$2.92M 0.01%
90,000
-7,244
23 24
25
26 27