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
851
$855K ﹤0.01%
10,210
852
$852K ﹤0.01%
49,672
+61
853
$850K ﹤0.01%
32,644
854
$845K ﹤0.01%
58,941
-1,921
855
$836K ﹤0.01%
11,764
-700
856
$834K ﹤0.01%
22,622
+136
857
$824K ﹤0.01%
58,739
858
$814K ﹤0.01%
7,108
-1,127
859
$804K ﹤0.01%
17,816
-325
860
$802K ﹤0.01%
35,095
861
$796K ﹤0.01%
14,265
862
$794K ﹤0.01%
+5,403
863
$792K ﹤0.01%
18,377
-4,090
864
$792K ﹤0.01%
5,442
-381
865
$790K ﹤0.01%
18,231
-15,445
866
$781K ﹤0.01%
34,488
+442
867
$776K ﹤0.01%
19,864
868
$775K ﹤0.01%
82,840
-915
869
$774K ﹤0.01%
7,093
870
$771K ﹤0.01%
19,406
-764
871
$764K ﹤0.01%
18,525
-84
872
$760K ﹤0.01%
+13,715
873
$759K ﹤0.01%
12,092
+2
874
$758K ﹤0.01%
161,128
-215,105
875
$754K ﹤0.01%
20,935
33 34
35
36 37