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
601
$8.37M 0.01%
43,112
-1,022
602
$8.36M 0.01%
337,080
-13,050
603
$8.35M 0.01%
73,414
+6,296
604
$8.31M 0.01%
90,754
+2,923
605
$8.3M 0.01%
86,920
+548
606
$8.29M 0.01%
200,410
+149
607
$8.21M 0.01%
77,627
-107,288
608
$8.2M 0.01%
44,914
+3,986
609
$8.19M 0.01%
94,899
-69,943
610
$8.18M 0.01%
62,062
+976
611
$8.16M 0.01%
84,539
-161,443
612
$8.16M 0.01%
80,589
+1,096
613
$8.13M 0.01%
69,299
+186
614
$8.11M 0.01%
37,345
+470
615
$8.11M 0.01%
6,719
+82
616
$8.09M 0.01%
163,718
617
$8.05M 0.01%
409,038
+4,192
618
$8.04M 0.01%
82,001
+42,723
619
$8M 0.01%
19,334
+200
620
$7.99M 0.01%
150,013
-14,769
621
$7.95M 0.01%
157,445
-27,531
622
$7.94M 0.01%
16,333
-131
623
$7.93M 0.01%
114,400
624
$7.88M 0.01%
195,827
+17
625
$7.87M 0.01%
144,425
+252
23 24
25
26 27