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
751
$4.8M 0.01%
32,012
+7,903
752
$4.78M 0.01%
507,970
-5,317
753
$4.76M 0.01%
100,143
+131
754
$4.74M 0.01%
35,959
755
$4.74M 0.01%
78,984
+1,661
756
$4.73M 0.01%
77,053
+422
757
$4.72M 0.01%
11,268
+4,501
758
$4.71M 0.01%
60,613
+1,130
759
$4.7M 0.01%
28,352
+3,544
760
$4.68M 0.01%
69,245
-6
761
$4.66M 0.01%
24,418
+17,445
762
$4.64M 0.01%
31,916
-4,541
763
$4.62M 0.01%
49,635
+4,265
764
$4.6M 0.01%
25,783
+178
765
$4.58M 0.01%
164,395
+112,500
766
$4.53M 0.01%
54,164
+5,265
767
$4.52M 0.01%
98,754
+29
768
$4.5M 0.01%
19,236
+631
769
$4.49M 0.01%
60,510
+825
770
$4.47M 0.01%
31,532
+26,656
771
$4.46M 0.01%
7,118
-72
772
$4.45M 0.01%
13,595
+3,423
773
$4.45M 0.01%
17,036
+574
774
$4.44M 0.01%
11,155
-631,698
775
$4.4M 0.01%
18,591
+329
29 30
31
32 33