EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$107M
2
+$91.5M
3
+$88.8M
4
HD icon
Home Depot
HD
+$85.3M
5
TWX
Time Warner Inc
TWX
+$65.2M

Top Sells

1
+$206M
2
+$118M
3
+$72.7M
4
LOW icon
Lowe's Companies
LOW
+$69.5M
5
WHR icon
Whirlpool
WHR
+$64.2M

Sector Composition

1 Financials 17.56%
2 Technology 15.07%
3 Healthcare 14.74%
4 Consumer Discretionary 10.71%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-594,256
1127
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-69,056
1128
– –
-5,722
1129
– –
-232,527
1130
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-2,516
1131
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-24,777
1132
– –
-670,570
1133
– –
-15,995
1134
– –
-416,186
1135
– –
-320,893
1136
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-267,718
1137
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-7,837
1138
– –
-2,698
1139
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-17,323
1140
– –
-88,590
1141
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-480,126
1142
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-7,090
1143
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-2,549
1144
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-272,056
1145
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-26,852
1146
– –
-11,267
1147
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-6,139
1148
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-178,155
1149
– –
-19,864
1150
– –
-26,279
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