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
176
$41.5M 0.11%
850,326
-7,171
177
$41.1M 0.11%
352,277
-76,142
178
$41.1M 0.11%
912,388
+468
179
$40.7M 0.11%
472,312
+70,274
180
$40.3M 0.1%
1,426,880
-2,180
181
$40.1M 0.1%
1,164,660
+1,759
182
$40.1M 0.1%
691,581
+382,833
183
$40M 0.1%
129,051
+3,332
184
$39.7M 0.1%
292,410
+18,910
185
$39M 0.1%
262,824
-75
186
$38.4M 0.1%
219,525
+143,564
187
$38M 0.1%
2,095,520
-3,500
188
$37.8M 0.1%
1,414,274
+829,130
189
$37.6M 0.1%
6,104,600
+2,430,950
190
$37.5M 0.1%
217,197
+11,372
191
$36.9M 0.1%
616,931
-15,509
192
$36.5M 0.09%
820,481
-122,328
193
$36.4M 0.09%
203,891
-756
194
$36.4M 0.09%
261,228
+2,299
195
$35.4M 0.09%
145,156
+2,063
196
$35.3M 0.09%
549,337
+4,166
197
$35.1M 0.09%
1,120,713
-187,119
198
$34.7M 0.09%
474,985
+13,100
199
$34.4M 0.09%
489,773
-256,525
200
$34M 0.09%
3,008,896
+61,907
6 7
8
9 10