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
$38.7B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$150M
3
+$148M
4
HPQ icon
HP
HPQ
+$82.4M
5
T icon
AT&T
T
+$80.9M

Top Sells

1
+$158M
2
+$127M
3
+$127M
4
EL icon
Estee Lauder
EL
+$113M
5
LLY icon
Eli Lilly
LLY
+$107M

Sector Composition

1 Financials 17.32%
2 Healthcare 16.2%
3 Technology 14.65%
4 Industrials 10.2%
5 Consumer Discretionary 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.3M 0.06%
451,452
+322,826
252
$21.2M 0.05%
311,653
-1,968
253
$20.9M 0.05%
848,417
-127,191
254
$20.5M 0.05%
299,596
+12,267
255
$20.5M 0.05%
518,734
+93,760
256
$20.3M 0.05%
90,018
257
$20.3M 0.05%
323,377
+1,266
258
$20M 0.05%
838,783
+581
259
$19.9M 0.05%
237,827
-4,635
260
$19.7M 0.05%
536,389
-443,465
261
$19.6M 0.05%
297,367
+120,692
262
$19.5M 0.05%
1,628,013
-1,337
263
$19.5M 0.05%
182,974
+500
264
$19.3M 0.05%
393,191
+14,286
265
$19.3M 0.05%
398,522
-1,090
266
$19.2M 0.05%
168,466
-4
267
$19.1M 0.05%
388,345
-10,013
268
$19M 0.05%
185,185
-474,657
269
$18.9M 0.05%
727,588
-408,491
270
$18.8M 0.05%
290,735
-49,589
271
$18.7M 0.05%
142,822
-68,743
272
$18.5M 0.05%
813,075
+106,554
273
$18.5M 0.05%
76,450
-6,766
274
$18.3M 0.05%
459,272
-87,899
275
$18.3M 0.05%
285,302
-91,755
9 10
11
12 13