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
76
$199M 0.3%
6,194,877
-17,586
77
$197M 0.29%
808,627
+10,713
78
$197M 0.29%
577,099
+24,870
79
$196M 0.29%
915,078
-5,622
80
$195M 0.29%
874,929
+546,051
81
$195M 0.29%
4,296,792
-81,606
82
$189M 0.28%
2,732,554
+245,121
83
$186M 0.28%
1,153,420
-2,048
84
$184M 0.27%
2,257,520
-14,003
85
$184M 0.27%
512,511
-22,955
86
$182M 0.27%
6,417,100
+10,000
87
$180M 0.27%
505,615
+10,062
88
$178M 0.26%
829,718
-33,012
89
$175M 0.26%
1,611,321
-167,865
90
$175M 0.26%
4,525,009
-986,030
91
$172M 0.26%
1,349,151
-73,452
92
$172M 0.25%
1,797,487
-360,084
93
$168M 0.25%
775,017
+8,054
94
$165M 0.25%
724,972
+109,378
95
$165M 0.24%
1,194,156
-43,344
96
$165M 0.24%
1,063,610
+180,977
97
$164M 0.24%
70,554
+162
98
$164M 0.24%
2,082,114
+1,222
99
$158M 0.23%
1,373,627
+209,850
100
$155M 0.23%
4,266,836
-283,001
2 3
4
5 6