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
1051
$262K ﹤0.01%
+14,751
1052
$260K ﹤0.01%
31,646
1053
$254K ﹤0.01%
3,297
1054
$250K ﹤0.01%
1,615
1055
$247K ﹤0.01%
1,371
1056
$247K ﹤0.01%
2,204
+29
1057
$246K ﹤0.01%
+2,900
1058
$245K ﹤0.01%
12,977
+337
1059
$244K ﹤0.01%
+2,444
1060
$242K ﹤0.01%
6,265
-94
1061
$241K ﹤0.01%
9,802
1062
$240K ﹤0.01%
2,186
+10
1063
$238K ﹤0.01%
4,000
1064
$233K ﹤0.01%
+8,666
1065
$229K ﹤0.01%
3,100
1066
$227K ﹤0.01%
+9,400
1067
$226K ﹤0.01%
7,837
-228
1068
$221K ﹤0.01%
2,698
1069
$219K ﹤0.01%
+6,700
1070
$217K ﹤0.01%
+2,549
1071
$213K ﹤0.01%
2,516
-419
1072
$211K ﹤0.01%
+3,054
1073
$210K ﹤0.01%
3,355
1074
$207K ﹤0.01%
12,009
1075
$205K ﹤0.01%
+4,564
41 42
43
44 45