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
351
$11.4M 0.03%
96,668
-9
352
$11.4M 0.03%
269,843
+23,583
353
$11.4M 0.03%
114,674
-10,650
354
$11.3M 0.03%
202,487
+19,780
355
$11.3M 0.03%
146,639
-7,691
356
$11.2M 0.03%
401,467
-3,312
357
$11.1M 0.03%
83,776
+1,257
358
$11M 0.03%
228,978
-132,790
359
$11M 0.03%
196,120
360
$11M 0.03%
267,718
+20,308
361
$10.9M 0.03%
302,783
+81,937
362
$10.9M 0.03%
169,118
+73,359
363
$10.8M 0.03%
213,602
-3,058
364
$10.8M 0.03%
346,321
+74,568
365
$10.7M 0.03%
177,093
-76
366
$10.7M 0.03%
137,403
-18,169
367
$10.6M 0.03%
56,939
+7,347
368
$10.6M 0.03%
235,595
+4,700
369
$10.4M 0.03%
157,101
+1,000
370
$10.3M 0.03%
204,378
+500
371
$10.2M 0.03%
166,342
+113
372
$10.2M 0.03%
222,877
-2
373
$10.2M 0.03%
1,096,305
+359,705
374
$10.1M 0.03%
303,809
-30,800
375
$9.93M 0.03%
852,040
13 14
15
16 17