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
951
$2.2M ﹤0.01%
55,107
+190
952
$2.19M ﹤0.01%
131,763
+7,481
953
$2.19M ﹤0.01%
34,917
-3,806
954
$2.18M ﹤0.01%
+698
955
$2.17M ﹤0.01%
+33,721
956
$2.17M ﹤0.01%
29,038
+786
957
$2.15M ﹤0.01%
33,596
+555
958
$2.13M ﹤0.01%
154,723
959
$2.13M ﹤0.01%
43,614
960
$2.13M ﹤0.01%
20,500
+1,707
961
$2.12M ﹤0.01%
14,621
-2,608
962
$2.09M ﹤0.01%
+13,185
963
$2.08M ﹤0.01%
49,721
+8,034
964
$2.07M ﹤0.01%
13,272
+32
965
$2.06M ﹤0.01%
61,183
+183
966
$2.05M ﹤0.01%
40,805
-75
967
$2.03M ﹤0.01%
46,566
+20,104
968
$2.02M ﹤0.01%
84,684
+3,520
969
$2.02M ﹤0.01%
41,299
+35,653
970
$2.02M ﹤0.01%
47,169
+645
971
$2.01M ﹤0.01%
21,872
-607
972
$2M ﹤0.01%
7,376
+717
973
$2M ﹤0.01%
72,539
+3,572
974
$2M ﹤0.01%
45,436
+7,258
975
$2M ﹤0.01%
19,598
-770
37 38
39
40 41