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
451
$6.49M 0.02%
171,269
452
$6.42M 0.02%
106,235
453
$6.34M 0.02%
69,070
454
$6.3M 0.02%
145,608
455
$6.3M 0.02%
881,266
456
$6.29M 0.02%
14,073
+105
457
$6.28M 0.02%
59,212
458
$6.24M 0.02%
94,595
-15,282
459
$6.21M 0.02%
224,946
-956
460
$6.12M 0.02%
65,351
+761
461
$6.11M 0.02%
129,496
-8,040
462
$6.1M 0.02%
72,667
463
$6.06M 0.02%
151,706
+1,039
464
$5.98M 0.02%
104,830
-134,677
465
$5.95M 0.02%
355,941
+8,640
466
$5.94M 0.02%
129,237
467
$5.91M 0.02%
105,587
468
$5.86M 0.02%
669,620
469
$5.86M 0.02%
182,182
470
$5.85M 0.02%
67,804
+31,181
471
$5.84M 0.02%
329,138
472
$5.78M 0.01%
54,047
+1,787
473
$5.75M 0.01%
54,833
-5,255
474
$5.7M 0.01%
235,065
+65
475
$5.67M 0.01%
172,729
17 18
19
20 21