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
401
$8.22M 0.02%
324,311
402
$8.22M 0.02%
171,219
+16,258
403
$8.21M 0.02%
481,611
404
$8.07M 0.02%
150,396
+21,275
405
$8.06M 0.02%
952,498
406
$7.95M 0.02%
267,115
+69,534
407
$7.92M 0.02%
456,000
408
$7.91M 0.02%
670,570
-2,794,181
409
$7.9M 0.02%
49,046
410
$7.83M 0.02%
82,340
411
$7.79M 0.02%
215,482
+2,344
412
$7.75M 0.02%
180,032
-17,584
413
$7.74M 0.02%
193,126
-102,395
414
$7.7M 0.02%
205,136
-204,065
415
$7.69M 0.02%
103,594
-1,345
416
$7.67M 0.02%
163,895
+119,850
417
$7.59M 0.02%
128,703
-80,114
418
$7.5M 0.02%
62,751
+2,116
419
$7.48M 0.02%
44,371
+22,235
420
$7.46M 0.02%
126,326
-116,766
421
$7.42M 0.02%
186,000
422
$7.41M 0.02%
115,424
+12,860
423
$7.39M 0.02%
17,359
424
$7.34M 0.02%
162,995
+48,650
425
$7.27M 0.02%
110,984
15 16
17
18 19