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
926
$580K ﹤0.01%
+17,415
927
$580K ﹤0.01%
22,400
928
$579K ﹤0.01%
32,920
929
$575K ﹤0.01%
+3,350
930
$570K ﹤0.01%
6,056
931
$565K ﹤0.01%
6,084
-559
932
$557K ﹤0.01%
32,500
933
$549K ﹤0.01%
+28,110
934
$547K ﹤0.01%
72,837
935
$528K ﹤0.01%
+12,316
936
$528K ﹤0.01%
4,100
+600
937
$527K ﹤0.01%
6,139
-8,486
938
$526K ﹤0.01%
13,137
939
$525K ﹤0.01%
+18,349
940
$523K ﹤0.01%
+13,557
941
$520K ﹤0.01%
17,850
942
$516K ﹤0.01%
34,504
+2,016
943
$511K ﹤0.01%
31,931
-2,040
944
$510K ﹤0.01%
10,515
-143
945
$509K ﹤0.01%
17,440
+1,031
946
$506K ﹤0.01%
9,534
947
$505K ﹤0.01%
3,230
948
$499K ﹤0.01%
4,500
-121
949
$497K ﹤0.01%
11,942
-155
950
$494K ﹤0.01%
3,531
-150
36 37
38
39 40