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
1101
$1.17M ﹤0.01%
4,356
+349
1102
$1.17M ﹤0.01%
4,732
1103
$1.17M ﹤0.01%
23,386
1104
$1.16M ﹤0.01%
9,462
-146
1105
$1.15M ﹤0.01%
37,590
-12,729
1106
$1.14M ﹤0.01%
35,769
+338
1107
$1.14M ﹤0.01%
14,006
+1,246
1108
$1.13M ﹤0.01%
62,077
-1,898
1109
$1.13M ﹤0.01%
35,352
-400
1110
$1.13M ﹤0.01%
14,154
+222
1111
$1.13M ﹤0.01%
15,679
+490
1112
$1.11M ﹤0.01%
39,369
1113
$1.11M ﹤0.01%
21,368
1114
$1.1M ﹤0.01%
22,904
+2,580
1115
$1.1M ﹤0.01%
9,993
+2,893
1116
$1.09M ﹤0.01%
51,560
+475
1117
$1.07M ﹤0.01%
9,648
+458
1118
$1.07M ﹤0.01%
34,981
1119
$1.05M ﹤0.01%
26,420
+156
1120
$1.05M ﹤0.01%
+42,115
1121
$1.04M ﹤0.01%
144,713
1122
$1.04M ﹤0.01%
28,166
+3,160
1123
$1.04M ﹤0.01%
13,700
+58
1124
$1.04M ﹤0.01%
+7,217
1125
$1.04M ﹤0.01%
8,257
+1,300
43 44
45
46 47