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
701
$1.94M 0.01%
13,468
+149
702
$1.93M 0.01%
13,674
+95
703
$1.91M ﹤0.01%
10,815
-87
704
$1.9M ﹤0.01%
10,594
-7,836
705
$1.9M ﹤0.01%
35,294
+9
706
$1.88M ﹤0.01%
81,741
707
$1.88M ﹤0.01%
14,522
-118
708
$1.85M ﹤0.01%
1,100
709
$1.84M ﹤0.01%
22,392
710
$1.83M ﹤0.01%
99,333
711
$1.81M ﹤0.01%
24,777
-410
712
$1.81M ﹤0.01%
27,017
-80
713
$1.8M ﹤0.01%
21,565
714
$1.78M ﹤0.01%
35,000
715
$1.78M ﹤0.01%
26,372
+2,985
716
$1.77M ﹤0.01%
141,854
+106,160
717
$1.76M ﹤0.01%
119,482
-34,530
718
$1.75M ﹤0.01%
85,288
-430
719
$1.74M ﹤0.01%
90,663
-837
720
$1.74M ﹤0.01%
17,677
+2,250
721
$1.74M ﹤0.01%
23,870
722
$1.68M ﹤0.01%
46,863
+336
723
$1.65M ﹤0.01%
39,237
724
$1.64M ﹤0.01%
75,740
-3,161
725
$1.62M ﹤0.01%
20,054
+968
27 28
29
30 31