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
476
$5.66M 0.01%
1,260,253
477
$5.65M 0.01%
108,835
-17,766
478
$5.64M 0.01%
86,557
-2,363
479
$5.63M 0.01%
84,586
480
$5.63M 0.01%
348,792
481
$5.62M 0.01%
32,830
482
$5.56M 0.01%
75,687
-10,666
483
$5.5M 0.01%
+111,235
484
$5.45M 0.01%
103,896
+4,855
485
$5.43M 0.01%
107,943
+11,406
486
$5.43M 0.01%
517,257
487
$5.39M 0.01%
149,701
488
$5.36M 0.01%
34,869
-86,890
489
$5.35M 0.01%
126,264
+26,247
490
$5.33M 0.01%
40,473
+14
491
$5.32M 0.01%
135,432
492
$5.26M 0.01%
84,077
+447
493
$5.25M 0.01%
147,664
+10,845
494
$5.23M 0.01%
58,608
-8,024
495
$5.22M 0.01%
21,450
-3,232
496
$5.22M 0.01%
100,276
497
$5.18M 0.01%
214,130
+26
498
$5.17M 0.01%
261,556
-2,682,689
499
$5.17M 0.01%
+199,980
500
$5.13M 0.01%
99,471
18 19
20
21 22