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
$34.3B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$210M
3
+$206M
4
LLY icon
Eli Lilly
LLY
+$182M
5
EQR icon
Equity Residential
EQR
+$178M

Top Sells

1
+$253M
2
+$175M
3
+$172M
4
XL
XL Group Ltd.
XL
+$164M
5
MSFT icon
Microsoft
MSFT
+$145M

Sector Composition

1 Healthcare 19.15%
2 Financials 14.89%
3 Technology 10.7%
4 Industrials 10.05%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$412K ﹤0.01%
4,541
+17
852
$408K ﹤0.01%
31,750
+1,950
853
$407K ﹤0.01%
13,812
854
$406K ﹤0.01%
13,900
+5,000
855
$401K ﹤0.01%
17,850
856
$400K ﹤0.01%
9,832
+10
857
$394K ﹤0.01%
16,409
858
$389K ﹤0.01%
11,186
-2,424
859
$384K ﹤0.01%
42,484
+3,000
860
$381K ﹤0.01%
7,548
-7,770
861
$378K ﹤0.01%
12,862
+1,064
862
$373K ﹤0.01%
34,700
863
$368K ﹤0.01%
2,846
864
$366K ﹤0.01%
3,500
-50
865
$362K ﹤0.01%
32,500
866
$360K ﹤0.01%
6,056
867
$358K ﹤0.01%
10,851
868
$358K ﹤0.01%
16,600
+1,500
869
$356K ﹤0.01%
8,234
-986
870
$351K ﹤0.01%
11,481
871
$351K ﹤0.01%
6,823
872
$347K ﹤0.01%
5,165
873
$343K ﹤0.01%
15,938
+6,665
874
$338K ﹤0.01%
+6,540
875
$333K ﹤0.01%
5,188
-240
33 34
35
36 37