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
2026
$23K ﹤0.01%
+724
2027
$23K ﹤0.01%
+486
2028
$22K ﹤0.01%
+671
2029
$22K ﹤0.01%
+1,318
2030
$22K ﹤0.01%
+1,319
2031
$22K ﹤0.01%
+189
2032
$22K ﹤0.01%
+805
2033
$22K ﹤0.01%
+285
2034
$22K ﹤0.01%
+282
2035
$22K ﹤0.01%
+1,100
2036
$22K ﹤0.01%
+595
2037
$22K ﹤0.01%
+571
2038
$22K ﹤0.01%
+104
2039
$22K ﹤0.01%
+967
2040
$22K ﹤0.01%
+3,352
2041
$22K ﹤0.01%
+3,000
2042
$22K ﹤0.01%
+779
2043
$22K ﹤0.01%
+634
2044
$22K ﹤0.01%
+1,084
2045
$22K ﹤0.01%
+251
2046
$22K ﹤0.01%
+2,236
2047
$22K ﹤0.01%
+705
2048
$22K ﹤0.01%
+127
2049
$22K ﹤0.01%
+579
2050
$22K ﹤0.01%
+588