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
201
$33.6M 0.09%
813,739
+620,437
202
$33.5M 0.09%
187,436
+56,965
203
$33.5M 0.09%
1,684,790
204
$33.5M 0.09%
+1,381,490
205
$33M 0.09%
1,759,649
-41,156
206
$33M 0.09%
448,473
+354
207
$32.8M 0.08%
290,044
-536,954
208
$32.8M 0.08%
451,887
+154,089
209
$32.2M 0.08%
226,592
+28,755
210
$31.2M 0.08%
280,714
+129,492
211
$30.9M 0.08%
1,754,891
-12,920
212
$30.6M 0.08%
148,912
+17
213
$30.6M 0.08%
93,784
-379
214
$30M 0.08%
555,669
+2,985
215
$29.9M 0.08%
376,052
216
$29.8M 0.08%
738,736
+96,665
217
$29.6M 0.08%
270,621
+15,992
218
$29.2M 0.08%
294,445
-300,643
219
$29.1M 0.08%
302,545
-6,183
220
$28.8M 0.07%
264,993
+89,647
221
$28.7M 0.07%
541,315
+11,023
222
$28.6M 0.07%
443,284
+1,400
223
$28.3M 0.07%
+1,946,647
224
$27.9M 0.07%
227,476
-314
225
$27.7M 0.07%
289,832
-17,464
7 8
9
10 11