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
976
$1.99M ﹤0.01%
92,398
+1,188
977
$1.98M ﹤0.01%
32,154
+5,051
978
$1.98M ﹤0.01%
24,749
+140
979
$1.96M ﹤0.01%
21,339
980
$1.96M ﹤0.01%
7,385
-473
981
$1.96M ﹤0.01%
12,507
982
$1.95M ﹤0.01%
50,812
+514
983
$1.94M ﹤0.01%
9,374
-670,850
984
$1.93M ﹤0.01%
7,219
+96
985
$1.93M ﹤0.01%
11,615
986
$1.9M ﹤0.01%
+1,287
987
$1.89M ﹤0.01%
29,680
+63
988
$1.89M ﹤0.01%
30,882
+374
989
$1.88M ﹤0.01%
14,172
-29,526
990
$1.86M ﹤0.01%
78,623
+5,037
991
$1.86M ﹤0.01%
17,007
-1,093
992
$1.86M ﹤0.01%
28,279
+10,548
993
$1.86M ﹤0.01%
22,322
994
$1.85M ﹤0.01%
14,000
+6
995
$1.85M ﹤0.01%
30,102
+152
996
$1.84M ﹤0.01%
24,758
+956
997
$1.84M ﹤0.01%
33,301
+346
998
$1.84M ﹤0.01%
46,999
999
$1.82M ﹤0.01%
998
+200
1000
$1.81M ﹤0.01%
7,432
+53
38 39
40
41 42