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
876
$328K ﹤0.01%
13,193
877
$325K ﹤0.01%
11,000
+900
878
$323K ﹤0.01%
6,013
-2,000
879
$321K ﹤0.01%
15,169
880
$319K ﹤0.01%
30,665
-480
881
$315K ﹤0.01%
7,922
882
$310K ﹤0.01%
5,637
+686
883
$306K ﹤0.01%
4,690
-67
884
$306K ﹤0.01%
10,000
-3,000
885
$306K ﹤0.01%
+5,660
886
$302K ﹤0.01%
6,053
887
$297K ﹤0.01%
22,828
888
$294K ﹤0.01%
3,444
+244
889
$291K ﹤0.01%
3,469
-2
890
$290K ﹤0.01%
14,726
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891
$288K ﹤0.01%
6,652
892
$285K ﹤0.01%
4,499
893
$285K ﹤0.01%
10,950
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894
$284K ﹤0.01%
4,986
895
$284K ﹤0.01%
31,646
896
$283K ﹤0.01%
23,955
-383
897
$283K ﹤0.01%
+10,032
898
$283K ﹤0.01%
+10,600
899
$282K ﹤0.01%
16,389
900
$282K ﹤0.01%
3,080
-143,469
34 35
36
37 38