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
$34.3B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$210M
3
+$206M
4
LLY icon
Eli Lilly
LLY
+$182M
5
EQR icon
Equity Residential
EQR
+$178M

Top Sells

1
+$253M
2
+$175M
3
+$172M
4
XL
XL Group Ltd.
XL
+$164M
5
MSFT icon
Microsoft
MSFT
+$145M

Sector Composition

1 Healthcare 19.15%
2 Financials 14.89%
3 Technology 10.7%
4 Industrials 10.05%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.11M 0.02%
203,103
-78,213
352
$7.9M 0.02%
153,476
-13,258
353
$7.88M 0.02%
+504,023
354
$7.82M 0.02%
178,124
+147,799
355
$7.67M 0.02%
30,950
+9,321
356
$7.56M 0.02%
44,317
-1,426
357
$7.51M 0.02%
597,381
+113,613
358
$7.49M 0.02%
324,311
-324,311
359
$7.37M 0.02%
57,425
360
$7.35M 0.02%
61,090
+28,471
361
$7.35M 0.02%
206,965
+171,007
362
$7.33M 0.02%
193,163
+983
363
$7.33M 0.02%
78,896
364
$7.29M 0.02%
175,979
-97,648
365
$7.28M 0.02%
211,905
+9,150
366
$7.09M 0.02%
118,715
+32,029
367
$7.04M 0.02%
952,498
368
$7M 0.02%
+281,728
369
$6.62M 0.02%
138,167
-248
370
$6.61M 0.02%
1,093,200
371
$6.6M 0.02%
293,369
+91
372
$6.58M 0.02%
34,257
+2,307
373
$6.43M 0.02%
50,209
-56
374
$6.42M 0.02%
133,500
375
$6.42M 0.02%
28,248
-5,734
13 14
15
16 17