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
801
$1.11M ﹤0.01%
24,713
802
$1.11M ﹤0.01%
13,120
-105,168
803
$1.11M ﹤0.01%
26,279
+12
804
$1.1M ﹤0.01%
28,414
805
$1.1M ﹤0.01%
49,665
806
$1.09M ﹤0.01%
16,748
-13,961
807
$1.07M ﹤0.01%
16,264
-386
808
$1.07M ﹤0.01%
14,082
809
$1.06M ﹤0.01%
7,117
-23
810
$1.06M ﹤0.01%
10,121
-24
811
$1.05M ﹤0.01%
13,656
-15
812
$1.05M ﹤0.01%
12,392
813
$1.04M ﹤0.01%
43,493
814
$1.03M ﹤0.01%
73,267
-797
815
$1.02M ﹤0.01%
8,793
816
$1.01M ﹤0.01%
15,683
817
$1.01M ﹤0.01%
62,560
-9,825
818
$1.01M ﹤0.01%
19,086
+570
819
$1.01M ﹤0.01%
11,706
+8
820
$1.01M ﹤0.01%
18,909
-2,985
821
$1.01M ﹤0.01%
25,418
822
$999K ﹤0.01%
8,440
823
$972K ﹤0.01%
32,298
+20,083
824
$967K ﹤0.01%
7,346
-1
825
$967K ﹤0.01%
59,000
31 32
33
34 35