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
$67.4B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,940
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$119M
3
+$118M
4
DIS icon
Walt Disney
DIS
+$84.5M
5
CPRI icon
Capri Holdings
CPRI
+$80.2M

Top Sells

1
+$245M
2
+$163M
3
+$136M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$123M
5
LOW icon
Lowe's Companies
LOW
+$116M

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
2026
$23K ﹤0.01%
+285
2027
$23K ﹤0.01%
+1,249
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%
+571
2037
$22K ﹤0.01%
+104
2038
$22K ﹤0.01%
+967
2039
$22K ﹤0.01%
+3,352
2040
$22K ﹤0.01%
+3,000
2041
$22K ﹤0.01%
+779
2042
$22K ﹤0.01%
+634
2043
$22K ﹤0.01%
+1,084
2044
$22K ﹤0.01%
+251
2045
$22K ﹤0.01%
+2,236
2046
$22K ﹤0.01%
+705
2047
$22K ﹤0.01%
+254
2048
$22K ﹤0.01%
+579
2049
$22K ﹤0.01%
+588
2050
$22K ﹤0.01%
+510
80 81
82
83 84