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
$34.3B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$210M
3
+$206M
4
LLY icon
Eli Lilly
LLY
+$182M
5
EQR icon
Equity Residential
EQR
+$178M

Top Sells

1
+$253M
2
+$175M
3
+$172M
4
XL
XL Group Ltd.
XL
+$164M
5
MSFT icon
Microsoft
MSFT
+$145M

Sector Composition

1 Healthcare 19.15%
2 Financials 14.89%
3 Technology 10.7%
4 Industrials 10.05%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.57M 0.01%
57,861
+48
527
$2.54M 0.01%
95,745
528
$2.51M 0.01%
40,414
+19
529
$2.47M 0.01%
90,047
530
$2.47M 0.01%
269,352
531
$2.46M 0.01%
154,879
532
$2.44M 0.01%
54,092
533
$2.44M 0.01%
24,283
-402
534
$2.38M 0.01%
22,849
-120,000
535
$2.37M 0.01%
53,340
+1,350
536
$2.36M 0.01%
187,990
537
$2.35M 0.01%
57,314
+45
538
$2.35M 0.01%
66,555
+1,225
539
$2.3M 0.01%
54,880
540
$2.29M 0.01%
62,581
+1,396
541
$2.27M 0.01%
116,334
542
$2.26M 0.01%
34,600
543
$2.25M 0.01%
32,082
544
$2.25M 0.01%
70,727
+29
545
$2.24M 0.01%
99,471
+23,276
546
$2.23M 0.01%
61,300
-11
547
$2.23M 0.01%
103,188
-37,970
548
$2.21M 0.01%
136,405
-2,432,862
549
$2.21M 0.01%
45,082
-22,874
550
$2.2M 0.01%
32,136
20 21
22
23 24