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
376
$9.68M 0.03%
182,412
+3,353
377
$9.66M 0.03%
166,746
+823
378
$9.62M 0.02%
570,315
-193,667
379
$9.56M 0.02%
416,186
-1,314
380
$9.44M 0.02%
273,772
+140,295
381
$9.39M 0.02%
274,309
+4,205
382
$9.25M 0.02%
223,046
383
$9.2M 0.02%
161,517
384
$9.17M 0.02%
151,111
-60,777
385
$9.17M 0.02%
120,360
-2,100
386
$9.16M 0.02%
426,364
+46,018
387
$9.07M 0.02%
128,080
388
$8.96M 0.02%
129,568
+15,433
389
$8.95M 0.02%
250,612
+67,428
390
$8.91M 0.02%
638,557
391
$8.88M 0.02%
47,653
+41,153
392
$8.87M 0.02%
208,588
-1,131
393
$8.77M 0.02%
127,661
+400
394
$8.76M 0.02%
586,692
+36
395
$8.73M 0.02%
37,855
+940
396
$8.71M 0.02%
480,126
-32,080
397
$8.49M 0.02%
108,359
+18,763
398
$8.35M 0.02%
200,000
399
$8.3M 0.02%
182,246
-21,863
400
$8.28M 0.02%
158,942
-79,178
14 15
16
17 18