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
501
$5.09M 0.01%
42,927
502
$5.05M 0.01%
50,408
503
$5.05M 0.01%
59,908
-65,046
504
$5.02M 0.01%
173,945
+114,885
505
$5.02M 0.01%
56,212
+10,000
506
$5.01M 0.01%
419,359
507
$5.01M 0.01%
+22,322
508
$4.98M 0.01%
436,908
509
$4.92M 0.01%
53,660
510
$4.87M 0.01%
39,106
511
$4.86M 0.01%
139,889
512
$4.86M 0.01%
31,717
-1,215
513
$4.84M 0.01%
93,597
-5,449
514
$4.76M 0.01%
101,446
-202
515
$4.75M 0.01%
113,777
516
$4.72M 0.01%
48,179
-5,458
517
$4.67M 0.01%
98,763
+76,276
518
$4.65M 0.01%
379,848
+101,680
519
$4.63M 0.01%
114,620
520
$4.62M 0.01%
59,735
521
$4.62M 0.01%
60,002
-4,850
522
$4.57M 0.01%
262,874
-2,460
523
$4.56M 0.01%
90,798
+1,103
524
$4.52M 0.01%
31,369
+13,916
525
$4.51M 0.01%
386,184
19 20
21
22 23