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
701
$5.86M 0.01%
19,489
+11
702
$5.84M 0.01%
52,541
703
$5.82M 0.01%
11,692
+55
704
$5.82M 0.01%
31,839
+433
705
$5.79M 0.01%
40,802
+698
706
$5.78M 0.01%
169,117
-31,932
707
$5.75M 0.01%
183,684
+27,604
708
$5.72M 0.01%
223,882
-7,312
709
$5.66M 0.01%
100,435
710
$5.66M 0.01%
33,680
-2,996
711
$5.65M 0.01%
313,300
712
$5.64M 0.01%
14,073
+46
713
$5.63M 0.01%
26,707
+16
714
$5.61M 0.01%
205,703
+14,479
715
$5.59M 0.01%
20,367
+5,102
716
$5.59M 0.01%
111,235
717
$5.53M 0.01%
39,365
+638
718
$5.48M 0.01%
69,368
+264
719
$5.47M 0.01%
83,950
-70
720
$5.46M 0.01%
3,033,144
-2,626,796
721
$5.45M 0.01%
50,300
722
$5.45M 0.01%
56,337
723
$5.44M 0.01%
91,578
+2,399
724
$5.43M 0.01%
55,810
-233,936
725
$5.39M 0.01%
146,709
-2,380
27 28
29
30 31