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
151
$55.4M 0.14%
611,487
+4,644
152
$55.4M 0.14%
1,783,231
-528
153
$54.1M 0.14%
+1,503,595
154
$52.3M 0.14%
1,423,854
+463
155
$50.8M 0.13%
2,113,806
+403,614
156
$50.3M 0.13%
1,235,726
-2,466
157
$49M 0.13%
398,889
+284,620
158
$48.8M 0.13%
760,575
-476
159
$48.4M 0.12%
626,216
+40,798
160
$47.6M 0.12%
509,434
+2,199
161
$46.7M 0.12%
353,471
-131,226
162
$45.7M 0.12%
364,081
-33,660
163
$45M 0.12%
252,479
-1,644
164
$44.9M 0.12%
482,052
+1,893
165
$44.6M 0.12%
828,468
+547,653
166
$44.3M 0.11%
1,230,305
+9,896
167
$44.1M 0.11%
735,291
+30
168
$43.6M 0.11%
1,559,199
+16,053
169
$43.3M 0.11%
438,640
+416,788
170
$43M 0.11%
378,451
-1,391,679
171
$42.9M 0.11%
982,830
-532,689
172
$42.7M 0.11%
736,651
+2,120
173
$42.6M 0.11%
711,571
-276,463
174
$42.2M 0.11%
563,053
175
$41.7M 0.11%
855,266
+78,248
5 6
7
8 9