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 22.43%
2 Financials 15.14%
3 Healthcare 13.71%
4 Consumer Discretionary 12.44%
5 Communication Services 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$165K ﹤0.01%
+3,566
1502
$165K ﹤0.01%
+2,438
1503
$165K ﹤0.01%
+5,292
1504
$165K ﹤0.01%
+8,287
1505
$164K ﹤0.01%
+7,770
1506
$164K ﹤0.01%
28,306
-49
1507
$164K ﹤0.01%
+4,465
1508
$162K ﹤0.01%
+3,893
1509
$161K ﹤0.01%
12,219
1510
$161K ﹤0.01%
+1,630
1511
$160K ﹤0.01%
+7,251
1512
$160K ﹤0.01%
+8,162
1513
$159K ﹤0.01%
+3,506
1514
$158K ﹤0.01%
+1,335
1515
$156K ﹤0.01%
39,299
+1,201
1516
$156K ﹤0.01%
21,813
+69
1517
$154K ﹤0.01%
+3,581
1518
$153K ﹤0.01%
+2,500
1519
$153K ﹤0.01%
+2,065
1520
$151K ﹤0.01%
+4,933
1521
$150K ﹤0.01%
+6,075
1522
$149K ﹤0.01%
1,706
-7,344
1523
$149K ﹤0.01%
+543
1524
$148K ﹤0.01%
15,511
+1,006
1525
$147K ﹤0.01%
+5,241
59 60
61
62 63