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
1001
$1.81M ﹤0.01%
62,828
+4,880
1002
$1.79M ﹤0.01%
486
+2
1003
$1.79M ﹤0.01%
16,576
+695
1004
$1.79M ﹤0.01%
10,452
+451
1005
$1.78M ﹤0.01%
12,770
+4,129
1006
$1.77M ﹤0.01%
17,512
+5
1007
$1.77M ﹤0.01%
+100,000
1008
$1.76M ﹤0.01%
81,672
+34
1009
$1.75M ﹤0.01%
10,992
+457
1010
$1.74M ﹤0.01%
21,010
+605
1011
$1.74M ﹤0.01%
17,510
+1,328
1012
$1.72M ﹤0.01%
64,516
+7,609
1013
$1.69M ﹤0.01%
83,764
+13,042
1014
$1.69M ﹤0.01%
20,243
+8,852
1015
$1.68M ﹤0.01%
7,842
+50
1016
$1.68M ﹤0.01%
76,928
-1,104,095
1017
$1.67M ﹤0.01%
75,276
+276
1018
$1.66M ﹤0.01%
29,042
+707
1019
$1.65M ﹤0.01%
1,483
+12
1020
$1.65M ﹤0.01%
8,405
1021
$1.62M ﹤0.01%
4,901
+763
1022
$1.62M ﹤0.01%
37,245
1023
$1.6M ﹤0.01%
22,565
+185
1024
$1.6M ﹤0.01%
6,163
+777
1025
$1.59M ﹤0.01%
15,926
+285
39 40
41
42 43