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
276
$17.8M 0.05%
121,735
-1,036
277
$17.7M 0.05%
684,439
-48,137
278
$17.6M 0.05%
11,900
-400
279
$17.3M 0.04%
283,956
280
$17.3M 0.04%
197,015
+9,909
281
$17.1M 0.04%
594,256
-262,173
282
$17.1M 0.04%
143,154
-6,660
283
$17M 0.04%
205,757
+2,000
284
$17M 0.04%
170,547
+21,102
285
$16.9M 0.04%
177,240
-126,595
286
$16.7M 0.04%
176,529
+8,407
287
$16.7M 0.04%
279,182
-6,305
288
$16.6M 0.04%
65,944
+6,687
289
$16.4M 0.04%
540,246
-111,135
290
$16.3M 0.04%
586,762
+2,027
291
$16.2M 0.04%
621,000
+10,245
292
$16.1M 0.04%
960,436
-7,079
293
$15.9M 0.04%
404,789
-406,015
294
$15.9M 0.04%
203,037
-21,515
295
$15.9M 0.04%
207,422
+47
296
$15.8M 0.04%
800,030
-35,883
297
$15.8M 0.04%
392,376
-41,243
298
$15.7M 0.04%
63,534
+20,000
299
$15.7M 0.04%
185,402
+1,000
300
$15.6M 0.04%
253,464
+98,816
10 11
12
13 14