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
626
$2.92M 0.01%
82,500
627
$2.91M 0.01%
39,812
628
$2.91M 0.01%
44,581
629
$2.9M 0.01%
93,335
630
$2.9M 0.01%
83,978
-798
631
$2.89M 0.01%
31,846
-4,481
632
$2.88M 0.01%
22,552
+125
633
$2.87M 0.01%
63,921
-6,870
634
$2.87M 0.01%
49,000
-269
635
$2.86M 0.01%
12,233
-8
636
$2.85M 0.01%
37,200
637
$2.84M 0.01%
61,846
+4,824
638
$2.84M 0.01%
+75,000
639
$2.83M 0.01%
57,154
+13
640
$2.83M 0.01%
66,477
-1,390
641
$2.83M 0.01%
18,554
-28,821
642
$2.81M 0.01%
66,219
-4,997
643
$2.8M 0.01%
165,566
-10,287
644
$2.79M 0.01%
29,333
-377
645
$2.77M 0.01%
73,482
-10,293
646
$2.77M 0.01%
66,083
-297
647
$2.75M 0.01%
32,400
648
$2.73M 0.01%
36,705
+1,435
649
$2.69M 0.01%
40,813
-9,447
650
$2.68M 0.01%
28,928
-23
24 25
26
27 28