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
826
$967K ﹤0.01%
18,561
827
$962K ﹤0.01%
86,000
-50
828
$961K ﹤0.01%
33,882
-421
829
$960K ﹤0.01%
26,147
830
$956K ﹤0.01%
15,820
+2,623
831
$956K ﹤0.01%
17,489
832
$954K ﹤0.01%
12,841
-174
833
$943K ﹤0.01%
26,345
+3,345
834
$940K ﹤0.01%
13,011
835
$934K ﹤0.01%
+14,728
836
$933K ﹤0.01%
14,127
-250
837
$931K ﹤0.01%
43,000
838
$930K ﹤0.01%
19,184
839
$929K ﹤0.01%
14,865
-3,855
840
$923K ﹤0.01%
14,735
+34
841
$919K ﹤0.01%
27,013
-3,200
842
$917K ﹤0.01%
61,029
843
$915K ﹤0.01%
15,029
+29
844
$912K ﹤0.01%
26,898
845
$906K ﹤0.01%
51,076
846
$903K ﹤0.01%
27,614
847
$886K ﹤0.01%
9,835
+888
848
$885K ﹤0.01%
123,520
-545
849
$876K ﹤0.01%
33,513
+48
850
$861K ﹤0.01%
20,221
+123
32 33
34
35 36