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
626
$7.83M 0.01%
67,775
-25,973
627
$7.83M 0.01%
187,589
+164
628
$7.73M 0.01%
126,640
+2,777
629
$7.7M 0.01%
118,138
+723
630
$7.66M 0.01%
46,591
+16,968
631
$7.64M 0.01%
27,539
-3,047
632
$7.64M 0.01%
132,170
+350
633
$7.64M 0.01%
75,178
-8
634
$7.59M 0.01%
61,231
-67,684
635
$7.59M 0.01%
150,544
+507
636
$7.5M 0.01%
+388,556
637
$7.41M 0.01%
717,105
+752
638
$7.35M 0.01%
80,632
+2,883
639
$7.32M 0.01%
161,837
+20,172
640
$7.31M 0.01%
56,999
+191
641
$7.3M 0.01%
79,917
+1,667
642
$7.29M 0.01%
132,596
+43,132
643
$7.23M 0.01%
191,640
+62,718
644
$7.23M 0.01%
39,405
-6,102
645
$7.23M 0.01%
249,764
+1,810
646
$7.09M 0.01%
93,147
-3,461
647
$7.09M 0.01%
33,893
+152
648
$7.09M 0.01%
35,657
-17,810
649
$7.07M 0.01%
361,493
+240,652
650
$6.93M 0.01%
159,406
+86,688
24 25
26
27 28