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
601
$3.01M 0.01%
86,761
-1,140
602
$3.01M 0.01%
50,260
-681
603
$2.99M 0.01%
81,580
604
$2.98M 0.01%
75,430
605
$2.96M 0.01%
23,799
-369
606
$2.96M 0.01%
67,867
-243
607
$2.95M 0.01%
+94,332
608
$2.94M 0.01%
37,200
609
$2.93M 0.01%
71,216
-573
610
$2.89M 0.01%
29,882
611
$2.89M 0.01%
11,372
-589
612
$2.88M 0.01%
167,483
-2,429
613
$2.88M 0.01%
158,949
-495
614
$2.87M 0.01%
25,527
+92
615
$2.86M 0.01%
131,181
-16
616
$2.85M 0.01%
+178,155
617
$2.85M 0.01%
57,772
+6,032
618
$2.85M 0.01%
42,571
+14,000
619
$2.84M 0.01%
49,097
620
$2.84M 0.01%
20,483
621
$2.84M 0.01%
59,727
622
$2.83M 0.01%
49,269
-58
623
$2.81M 0.01%
199,945
-175
624
$2.81M 0.01%
32,400
+11,000
625
$2.79M 0.01%
62,569
+19,994
23 24
25
26 27