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
426
$7.24M 0.02%
2,536
-488
427
$7.19M 0.02%
153,422
-66,230
428
$7.09M 0.02%
267,001
429
$7.08M 0.02%
126,466
+17,042
430
$7.07M 0.02%
361,126
-4,376
431
$7.07M 0.02%
19,442
+494
432
$7.06M 0.02%
59,766
+4,753
433
$7.03M 0.02%
97,370
+46,910
434
$7.02M 0.02%
47,375
-10,369
435
$6.96M 0.02%
76,218
436
$6.93M 0.02%
242,323
+16,404
437
$6.93M 0.02%
176,061
-115,822
438
$6.87M 0.02%
342,633
+3,003
439
$6.87M 0.02%
320,893
-198,482
440
$6.82M 0.02%
71,977
-1,571
441
$6.82M 0.02%
1,093,200
442
$6.79M 0.02%
361,036
-517
443
$6.72M 0.02%
114,836
+146
444
$6.61M 0.02%
1,288,797
445
$6.61M 0.02%
134,723
-2,466
446
$6.59M 0.02%
264,896
+12,897
447
$6.56M 0.02%
166,895
+36,981
448
$6.5M 0.02%
351,500
+68,000
449
$6.5M 0.02%
70,722
+766
450
$6.49M 0.02%
71,867
16 17
18
19 20