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
2001
$25K ﹤0.01%
+635
2002
$25K ﹤0.01%
+700
2003
$25K ﹤0.01%
+591
2004
$25K ﹤0.01%
+1,135
2005
$24K ﹤0.01%
+732
2006
$24K ﹤0.01%
+520
2007
$24K ﹤0.01%
+31
2008
$24K ﹤0.01%
+457
2009
$24K ﹤0.01%
+1,800
2010
$24K ﹤0.01%
+189
2011
$24K ﹤0.01%
+350
2012
$24K ﹤0.01%
+650
2013
$24K ﹤0.01%
+1,160
2014
$24K ﹤0.01%
+767
2015
$24K ﹤0.01%
+2,111
2016
$24K ﹤0.01%
+1,068
2017
$23K ﹤0.01%
+3,000
2018
$23K ﹤0.01%
+285
2019
$23K ﹤0.01%
+700
2020
$23K ﹤0.01%
+1,249
2021
$23K ﹤0.01%
+797
2022
$23K ﹤0.01%
+142
2023
$23K ﹤0.01%
+499
2024
$23K ﹤0.01%
+839
2025
$23K ﹤0.01%
+880
79 80
81
82 83