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
$41.3B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$97.8M
3
+$93.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$90.6M
5
TWX
Time Warner Inc
TWX
+$63.1M

Top Sells

1
+$188M
2
+$115M
3
+$82.6M
4
LOW icon
Lowe's Companies
LOW
+$78.2M
5
JPM icon
JPMorgan Chase
JPM
+$66.1M

Sector Composition

1 Financials 17.56%
2 Technology 15.13%
3 Healthcare 14.74%
4 Consumer Discretionary 10.71%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$302K ﹤0.01%
38,580
1052
$302K ﹤0.01%
8,260
-555
1053
$301K ﹤0.01%
+9,181
1054
$297K ﹤0.01%
+29,442
1055
$296K ﹤0.01%
5,042
-4,613
1056
$289K ﹤0.01%
+33,833
1057
$288K ﹤0.01%
5,214
1058
$286K ﹤0.01%
+4,140
1059
$285K ﹤0.01%
34,700
1060
$284K ﹤0.01%
9,987
1061
$283K ﹤0.01%
11,013
+35
1062
$282K ﹤0.01%
+38,500
1063
$276K ﹤0.01%
5,231
+32
1064
$274K ﹤0.01%
+5,000
1065
$274K ﹤0.01%
17,855
1066
$274K ﹤0.01%
4,986
1067
$273K ﹤0.01%
+12,000
1068
$271K ﹤0.01%
+6,543
1069
$271K ﹤0.01%
5,060
1070
$267K ﹤0.01%
4,593
+29
1071
$267K ﹤0.01%
+13,377
1072
$266K ﹤0.01%
31,646
1073
$264K ﹤0.01%
1,371
1074
$262K ﹤0.01%
20,545
-24,500
1075
$255K ﹤0.01%
6,523
+258
41 42
43
44 45