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
326
$13.2M 0.03%
316,166
-18,525
327
$13.1M 0.03%
197,716
+92,125
328
$13M 0.03%
395,501
-725
329
$12.9M 0.03%
116,264
330
$12.9M 0.03%
88,115
-4,431
331
$12.8M 0.03%
358,106
332
$12.7M 0.03%
119,632
-4,738
333
$12.7M 0.03%
158,669
+9,800
334
$12.7M 0.03%
93,204
335
$12.6M 0.03%
675,742
336
$12.6M 0.03%
155,248
+6,463
337
$12.6M 0.03%
81,075
338
$12.5M 0.03%
99,556
-16,826
339
$12.4M 0.03%
735,602
-1,323
340
$12.3M 0.03%
64,533
+49,785
341
$12.2M 0.03%
496,757
-23,840
342
$12.1M 0.03%
306,886
+20,520
343
$12.1M 0.03%
11,348
344
$12.1M 0.03%
157,621
+25,394
345
$12M 0.03%
100,202
-11,808
346
$11.8M 0.03%
227,195
-24,506
347
$11.8M 0.03%
207,251
+36,846
348
$11.7M 0.03%
562,640
-5,779
349
$11.6M 0.03%
808,080
+447,765
350
$11.5M 0.03%
178,134
-23,885
12 13
14
15 16