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
826
$1.06M ﹤0.01%
7,520
-952
827
$1.05M ﹤0.01%
14,887
+22
828
$1.05M ﹤0.01%
14,355
+10,400
829
$1.04M ﹤0.01%
12,392
830
$1.04M ﹤0.01%
15,683
831
$1.04M ﹤0.01%
+10,300
832
$1.04M ﹤0.01%
118,930
-4,590
833
$1.03M ﹤0.01%
33,528
+15
834
$1.03M ﹤0.01%
+6,640
835
$1.03M ﹤0.01%
12,113
836
$1.03M ﹤0.01%
+16,312
837
$1.03M ﹤0.01%
15,820
838
$1.01M ﹤0.01%
38,880
-4,048
839
$1.01M ﹤0.01%
15,000
-29
840
$1.01M ﹤0.01%
73,118
-149
841
$1.01M ﹤0.01%
17,489
842
$992K ﹤0.01%
13,011
843
$992K ﹤0.01%
31,537
-761
844
$986K ﹤0.01%
33,823
-59
845
$980K ﹤0.01%
17,288
-1,621
846
$978K ﹤0.01%
57,695
-4,865
847
$978K ﹤0.01%
5,666
848
$972K ﹤0.01%
13,455
-5,485
849
$969K ﹤0.01%
25,827
-8,457
850
$964K ﹤0.01%
26,898
32 33
34
35 36