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
301
$15.3M 0.04%
152,816
+19,606
302
$15.3M 0.04%
339,280
-411,566
303
$15.2M 0.04%
530,224
+292,448
304
$15.2M 0.04%
186,022
+22
305
$15.1M 0.04%
197,380
+11,735
306
$15M 0.04%
272,056
+31,761
307
$14.7M 0.04%
139,795
+19,010
308
$14.6M 0.04%
360,205
-35,051
309
$14.5M 0.04%
414,872
-37,725
310
$14.5M 0.04%
103,605
-4,900
311
$14.3M 0.04%
1,125,875
+412,475
312
$14.2M 0.04%
74,983
-208
313
$14.1M 0.04%
250,799
-4,494
314
$14.1M 0.04%
417,408
-12,012
315
$14.1M 0.04%
43,837
-1,666
316
$14M 0.04%
236,464
-79,616
317
$13.8M 0.04%
186,962
-10,823
318
$13.8M 0.04%
74,070
+5,324
319
$13.7M 0.04%
287,814
+16,576
320
$13.6M 0.04%
229,715
+11,350
321
$13.6M 0.04%
880,447
-1,802,233
322
$13.6M 0.04%
149,490
+48,135
323
$13.5M 0.03%
89,370
+3,240
324
$13.4M 0.03%
333,686
+317,316
325
$13.3M 0.03%
153,221
-57
11 12
13
14 15