EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$175M
2
+$151M
3
+$142M
4
HPQ icon
HP
HPQ
+$78.6M
5
T icon
AT&T
T
+$77.6M

Top Sells

1
+$161M
2
+$122M
3
+$120M
4
EL icon
Estee Lauder
EL
+$108M
5
LLY icon
Eli Lilly
LLY
+$103M

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
1101
– –
-884,139
1102
– –
-51,517
1103
– –
-33,120
1104
– –
-1,173,153
1105
– –
-905
1106
– –
-147,426
1107
– –
-8,052
1108
– –
-11,050
1109
– –
-273,244
1110
– –
-305,923
41 42 43 44
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