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
1201
$716K ﹤0.01%
14,102
-7,998
1202
$714K ﹤0.01%
11,220
+431
1203
$712K ﹤0.01%
27,744
-4,485
1204
$712K ﹤0.01%
21,907
-11,586
1205
$706K ﹤0.01%
19,828
+2,883
1206
$704K ﹤0.01%
37,924
-82
1207
$701K ﹤0.01%
24,047
+282
1208
$699K ﹤0.01%
41,584
-15,155
1209
$698K ﹤0.01%
11,074
-562
1210
$694K ﹤0.01%
56,729
-228
1211
$692K ﹤0.01%
24,509
+577
1212
$682K ﹤0.01%
12,565
+104
1213
$677K ﹤0.01%
11,112
+25
1214
$671K ﹤0.01%
19,696
+348
1215
$671K ﹤0.01%
15,120
+120
1216
$671K ﹤0.01%
25,257
-665
1217
$669K ﹤0.01%
9,910
+358
1218
$668K ﹤0.01%
14,500
-802
1219
$665K ﹤0.01%
6,054
+54
1220
$663K ﹤0.01%
38,902
+324
1221
$654K ﹤0.01%
21,449
+248
1222
$652K ﹤0.01%
36,330
+5,850
1223
$651K ﹤0.01%
+65,116
1224
$651K ﹤0.01%
26,532
+211
1225
$649K ﹤0.01%
7,975
+378
47 48
49
50 51