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
901
$724K ﹤0.01%
+850
902
$714K ﹤0.01%
55,949
-2,992
903
$708K ﹤0.01%
27,504
904
$703K ﹤0.01%
32,920
905
$699K ﹤0.01%
32,500
906
$696K ﹤0.01%
107,881
+117
907
$696K ﹤0.01%
14,732
+4
908
$695K ﹤0.01%
23,095
-268
909
$692K ﹤0.01%
4,358
910
$689K ﹤0.01%
7,763
-5,253
911
$685K ﹤0.01%
6,137
+175
912
$683K ﹤0.01%
44,237
+56
913
$678K ﹤0.01%
7,413
-63
914
$674K ﹤0.01%
3,350
915
$673K ﹤0.01%
18,180
-1,705
916
$669K ﹤0.01%
22,500
917
$666K ﹤0.01%
24,489
+2,377
918
$665K ﹤0.01%
10,710
919
$664K ﹤0.01%
4,333
+1
920
$662K ﹤0.01%
17,000
921
$658K ﹤0.01%
6,555
-553
922
$647K ﹤0.01%
24,869
-6,168
923
$645K ﹤0.01%
3,652
-6
924
$643K ﹤0.01%
38,915
-3,607
925
$636K ﹤0.01%
7,431
35 36
37
38 39