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
901
$2.73M ﹤0.01%
161,255
+1,079
902
$2.71M ﹤0.01%
+30,975
903
$2.69M ﹤0.01%
105,368
+8,987
904
$2.68M ﹤0.01%
267,813
+686
905
$2.67M ﹤0.01%
29,907
906
$2.66M ﹤0.01%
86,094
907
$2.66M ﹤0.01%
71,015
+554
908
$2.64M ﹤0.01%
184,131
-124,810
909
$2.64M ﹤0.01%
41,444
+99
910
$2.64M ﹤0.01%
28,657
+1,494
911
$2.63M ﹤0.01%
59,694
-1,757
912
$2.63M ﹤0.01%
39,451
+967
913
$2.62M ﹤0.01%
274,352
-269,352
914
$2.59M ﹤0.01%
17,284
+4,751
915
$2.59M ﹤0.01%
+62,683
916
$2.58M ﹤0.01%
166,865
+27
917
$2.58M ﹤0.01%
178,000
918
$2.58M ﹤0.01%
74,876
+2,376
919
$2.55M ﹤0.01%
18,217
+62
920
$2.55M ﹤0.01%
+73,474
921
$2.52M ﹤0.01%
50,000
922
$2.52M ﹤0.01%
30,737
+21,859
923
$2.51M ﹤0.01%
41,870
+334
924
$2.49M ﹤0.01%
20,413
925
$2.48M ﹤0.01%
15,075
-102
35 36
37
38 39