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
751
$1.55M ﹤0.01%
68,147
-7,593
752
$1.55M ﹤0.01%
+20,000
753
$1.53M ﹤0.01%
12,379
-5,319
754
$1.52M ﹤0.01%
53,107
755
$1.52M ﹤0.01%
41,970
+6,910
756
$1.51M ﹤0.01%
25,502
+20
757
$1.51M ﹤0.01%
53,761
+1,347
758
$1.49M ﹤0.01%
33,265
+27
759
$1.48M ﹤0.01%
53,166
-600
760
$1.48M ﹤0.01%
28,208
+3,322
761
$1.47M ﹤0.01%
67,781
+28
762
$1.44M ﹤0.01%
57,693
-569
763
$1.44M ﹤0.01%
11,426
+107
764
$1.43M ﹤0.01%
68,724
765
$1.43M ﹤0.01%
77,457
+41,830
766
$1.43M ﹤0.01%
37,675
+11,330
767
$1.42M ﹤0.01%
28,299
-179
768
$1.42M ﹤0.01%
23,870
769
$1.42M ﹤0.01%
23,853
-29
770
$1.4M ﹤0.01%
21,642
771
$1.4M ﹤0.01%
30,960
+12,435
772
$1.39M ﹤0.01%
11,290
773
$1.39M ﹤0.01%
35,722
774
$1.39M ﹤0.01%
24,000
775
$1.38M ﹤0.01%
10,047
-82
29 30
31
32 33