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
651
$2.45M 0.01%
+222,080
652
$2.43M 0.01%
45,400
+161
653
$2.41M 0.01%
73,320
654
$2.4M 0.01%
47,522
+13
655
$2.39M 0.01%
28,782
-390
656
$2.38M 0.01%
175,853
657
$2.38M 0.01%
57,141
658
$2.37M 0.01%
166,000
659
$2.35M 0.01%
49,478
660
$2.32M 0.01%
17,611
+2,486
661
$2.31M 0.01%
1,720
662
$2.31M 0.01%
112,500
663
$2.29M 0.01%
12,241
+8
664
$2.28M 0.01%
224,988
-23,040
665
$2.27M 0.01%
47,116
+3,000
666
$2.25M 0.01%
27,738
-185
667
$2.25M 0.01%
79,568
-9,442
668
$2.24M 0.01%
90,419
+6,314
669
$2.24M 0.01%
84,776
-750
670
$2.21M 0.01%
17,242
-40
671
$2.21M 0.01%
26,852
-128,033
672
$2.19M 0.01%
49,183
+938
673
$2.19M 0.01%
40,880
-37,994
674
$2.16M 0.01%
80,044
675
$2.15M 0.01%
17,698
+1,254
25 26
27
28 29