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
551
$3.75M 0.01%
260,628
552
$3.74M 0.01%
31,866
-83
553
$3.72M 0.01%
25,223
-621,226
554
$3.69M 0.01%
80,908
-130,034
555
$3.69M 0.01%
30,677
-560
556
$3.69M 0.01%
47,938
+8,508
557
$3.67M 0.01%
52,146
558
$3.66M 0.01%
54,880
559
$3.65M 0.01%
151,294
+13,771
560
$3.63M 0.01%
58,918
+23,295
561
$3.63M 0.01%
46,012
-109
562
$3.62M 0.01%
55,393
563
$3.62M 0.01%
56,978
-11
564
$3.62M 0.01%
70,727
565
$3.6M 0.01%
232,527
-400,618
566
$3.6M 0.01%
124,394
567
$3.55M 0.01%
36,327
-608
568
$3.54M 0.01%
239,970
+180,701
569
$3.52M 0.01%
20,535
-39
570
$3.45M 0.01%
94,861
571
$3.44M 0.01%
188,118
572
$3.44M 0.01%
90,085
573
$3.43M 0.01%
74,243
+6,808
574
$3.42M 0.01%
82,478
+122
575
$3.39M 0.01%
47,950
+8,474
21 22
23
24 25