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 22.42%
2 Financials 15.14%
3 Healthcare 13.71%
4 Consumer Discretionary 12.44%
5 Communication Services 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1.4M ﹤0.01%
9,161
+242
1052
$1.39M ﹤0.01%
74,046
+987
1053
$1.39M ﹤0.01%
9,601
+245
1054
$1.39M ﹤0.01%
29,190
-131
1055
$1.38M ﹤0.01%
129,496
+3,447
1056
$1.38M ﹤0.01%
540,032
-875,368
1057
$1.38M ﹤0.01%
20,784
-4,900
1058
$1.38M ﹤0.01%
13,238
1059
$1.38M ﹤0.01%
6,579
+221
1060
$1.38M ﹤0.01%
10,204
+325
1061
$1.37M ﹤0.01%
19,113
+5,127
1062
$1.37M ﹤0.01%
5,820
1063
$1.36M ﹤0.01%
18,024
+242
1064
$1.36M ﹤0.01%
18,015
-3
1065
$1.36M ﹤0.01%
17,528
+278
1066
$1.34M ﹤0.01%
48,048
+827
1067
$1.34M ﹤0.01%
54,343
-6,519
1068
$1.34M ﹤0.01%
17,335
+12,718
1069
$1.33M ﹤0.01%
50,000
1070
$1.32M ﹤0.01%
45,748
+3,170
1071
$1.31M ﹤0.01%
5,010
+2,312
1072
$1.31M ﹤0.01%
8,870
+427
1073
$1.31M ﹤0.01%
38,944
+40
1074
$1.3M ﹤0.01%
14,591
+73
1075
$1.3M ﹤0.01%
18,278
+93
41 42
43
44 45