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
576
$3.36M 0.01%
69,804
577
$3.36M 0.01%
111,996
+500
578
$3.35M 0.01%
26,827
+486
579
$3.35M 0.01%
82,500
580
$3.35M 0.01%
61,112
-1,000
581
$3.32M 0.01%
158,624
-395,971
582
$3.3M 0.01%
38,862
583
$3.25M 0.01%
115,166
+69,394
584
$3.25M 0.01%
97,244
-1,633
585
$3.25M 0.01%
66,161
586
$3.24M 0.01%
58,494
+43
587
$3.24M 0.01%
58,406
588
$3.23M 0.01%
40,632
+37,500
589
$3.21M 0.01%
179,568
590
$3.19M 0.01%
68,119
-44
591
$3.18M 0.01%
116,334
592
$3.17M 0.01%
269,352
593
$3.16M 0.01%
16,298
-75
594
$3.12M 0.01%
52,945
595
$3.09M 0.01%
35,679
+14,258
596
$3.07M 0.01%
70,791
+1,815
597
$3.07M 0.01%
175,127
+5,861
598
$3.04M 0.01%
19,125
+3,425
599
$3.03M 0.01%
29,710
+6,406
600
$3.03M 0.01%
59,617
+6,302
22 23
24
25 26