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
801
$3.97M 0.01%
90,199
-2
802
$3.96M 0.01%
95,075
+1,137
803
$3.96M 0.01%
46,299
+918
804
$3.96M 0.01%
942,100
-1,260,253
805
$3.94M 0.01%
+103,000
806
$3.93M 0.01%
68,725
-47,586
807
$3.91M 0.01%
768,744
808
$3.9M 0.01%
75,599
+507
809
$3.88M 0.01%
44,264
-285
810
$3.87M 0.01%
62,159
+612
811
$3.85M 0.01%
66,386
+193
812
$3.82M 0.01%
87,611
+11,304
813
$3.81M 0.01%
11,933
-4,915
814
$3.8M 0.01%
41,021
+69
815
$3.79M 0.01%
36,149
+5,141
816
$3.75M 0.01%
52,347
+1,167
817
$3.74M 0.01%
387,184
-386,184
818
$3.69M 0.01%
72,004
-2,204
819
$3.69M 0.01%
38,351
+6,095
820
$3.68M 0.01%
29,058
+121
821
$3.68M 0.01%
76,136
+3,137
822
$3.68M 0.01%
60,984
+4,178
823
$3.67M 0.01%
305,401
+9,468
824
$3.65M 0.01%
76,927
+233
825
$3.65M 0.01%
+33,279
31 32
33
34 35