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
626
$2.79M 0.01%
142,885
-212
627
$2.77M 0.01%
44,581
628
$2.77M 0.01%
96,040
629
$2.76M 0.01%
83,775
+939
630
$2.75M 0.01%
39,812
631
$2.73M 0.01%
22,427
+915
632
$2.73M 0.01%
35,270
-315
633
$2.69M 0.01%
93,335
634
$2.67M 0.01%
56,048
635
$2.63M 0.01%
89,138
-25,447
636
$2.62M 0.01%
18,351
-6,475
637
$2.62M 0.01%
70,112
+29,465
638
$2.62M 0.01%
28,951
+580
639
$2.56M 0.01%
112,500
+150
640
$2.54M 0.01%
85,766
641
$2.54M 0.01%
10,058
+779
642
$2.54M 0.01%
13,502
+2,205
643
$2.54M 0.01%
17,263
-380
644
$2.49M 0.01%
30,960
+100
645
$2.48M 0.01%
+70,185
646
$2.48M 0.01%
57,022
+4,638
647
$2.48M 0.01%
199,972
648
$2.48M 0.01%
66,380
649
$2.45M 0.01%
51,350
+19,350
650
$2.45M 0.01%
95,702
+65
24 25
26
27 28