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
651
$6.93M 0.01%
282,688
652
$6.78M 0.01%
194,619
-17,353
653
$6.78M 0.01%
59,404
+280
654
$6.76M 0.01%
151,074
+53,381
655
$6.75M 0.01%
196,102
-21
656
$6.74M 0.01%
201,645
-14,732
657
$6.74M 0.01%
111,361
+31,989
658
$6.71M 0.01%
27,195
+4,158
659
$6.67M 0.01%
22,336
+2,194
660
$6.67M 0.01%
71,264
+7,390
661
$6.62M 0.01%
206,919
+16,216
662
$6.61M 0.01%
53,787
663
$6.55M 0.01%
36,041
+9,562
664
$6.55M 0.01%
98,436
-94,964
665
$6.55M 0.01%
86,177
+3,354
666
$6.54M 0.01%
108,445
+2,533
667
$6.51M 0.01%
19,780
+821
668
$6.49M 0.01%
46,079
-27,880
669
$6.49M 0.01%
127,159
+13
670
$6.48M 0.01%
83,021
+441
671
$6.48M 0.01%
45,869
-103,799
672
$6.42M 0.01%
92,783
-608
673
$6.41M 0.01%
98,351
674
$6.41M 0.01%
235,964
-416
675
$6.39M 0.01%
151,001
+1,405
25 26
27
28 29