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
551
$2.19M 0.01%
41,836
+1,875
552
$2.18M 0.01%
75,399
553
$2.16M 0.01%
44,072
+32
554
$2.13M 0.01%
361,257
555
$2.11M 0.01%
+66,161
556
$2.11M 0.01%
65,291
557
$2.1M 0.01%
34,498
-10,169
558
$2.06M 0.01%
25,620
559
$2.05M 0.01%
37,200
560
$2.02M 0.01%
58,658
-116,788
561
$2.02M 0.01%
28,083
+1,978
562
$2.02M 0.01%
23,870
563
$2.01M 0.01%
240,060
-17,562
564
$2.01M 0.01%
49,312
-10,761
565
$2M 0.01%
17,332
-110
566
$1.98M 0.01%
73,244
567
$1.94M 0.01%
26,813
+4,244
568
$1.94M 0.01%
+51,017
569
$1.94M 0.01%
39,456
+1,138
570
$1.93M 0.01%
154,048
+192
571
$1.91M 0.01%
32,948
-4
572
$1.9M 0.01%
27,921
+13
573
$1.89M 0.01%
40,257
-103,575
574
$1.88M 0.01%
15,148
-250
575
$1.87M 0.01%
43,245
+687
21 22
23
24 25