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
526
$4.46M 0.01%
63,090
527
$4.39M 0.01%
96,170
528
$4.38M 0.01%
29,372
-100
529
$4.36M 0.01%
+139,000
530
$4.32M 0.01%
111,432
531
$4.3M 0.01%
64,264
-58,714
532
$4.28M 0.01%
127,218
-303
533
$4.27M 0.01%
40,100
534
$4.23M 0.01%
163,746
535
$4.22M 0.01%
71,000
536
$4.22M 0.01%
86,571
-52,462
537
$4.2M 0.01%
65,248
538
$4.19M 0.01%
279,047
-9,879
539
$4.15M 0.01%
54,031
-9,870
540
$4.06M 0.01%
48,467
541
$4.06M 0.01%
242,530
-698
542
$3.93M 0.01%
138,568
+456
543
$3.92M 0.01%
61,974
-7,015
544
$3.92M 0.01%
56,479
+6,006
545
$3.92M 0.01%
82,034
546
$3.87M 0.01%
+69,056
547
$3.84M 0.01%
208,302
-9,793
548
$3.77M 0.01%
85,081
549
$3.77M 0.01%
75,640
-3,076
550
$3.76M 0.01%
132,168
-341,190
20 21
22
23 24