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
651
$2.67M 0.01%
70,112
652
$2.67M 0.01%
17,263
653
$2.67M 0.01%
13,502
654
$2.67M 0.01%
17,472
-879
655
$2.65M 0.01%
49,183
656
$2.64M 0.01%
70,185
657
$2.64M 0.01%
59,460
-157
658
$2.63M 0.01%
+60,000
659
$2.6M 0.01%
19,242
+2,000
660
$2.58M 0.01%
27,730
-8
661
$2.56M 0.01%
140,775
-2,110
662
$2.54M 0.01%
10,504
-868
663
$2.53M 0.01%
+119,823
664
$2.46M 0.01%
95,702
665
$2.45M 0.01%
227,844
+2,856
666
$2.44M 0.01%
49,097
667
$2.44M 0.01%
99,295
+8,876
668
$2.43M 0.01%
61,185
+25,504
669
$2.42M 0.01%
58,441
+30,027
670
$2.42M 0.01%
170,305
-790,131
671
$2.4M 0.01%
222,080
672
$2.4M 0.01%
120,826
+15,058
673
$2.38M 0.01%
16,828
-783
674
$2.38M 0.01%
46,299
+57
675
$2.37M 0.01%
49,478
25 26
27
28 29