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
$86.7B
AUM Growth
+$4.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,924
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$460M
3
+$215M
4
AMZN icon
Amazon
AMZN
+$201M
5
BMY icon
Bristol-Myers Squibb
BMY
+$185M

Top Sells

1
+$98.8M
2
+$95.3M
3
+$93.6M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$89.1M
5
LHCG
LHC Group LLC
LHCG
+$84.5M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.61%
3 Financials 14.34%
4 Consumer Discretionary 11.33%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-60
2502
– –
-700
2503
– –
-644
2504
– –
-16
2505
– –
-9
2506
– –
-6
2507
– –
-391
2508
– –
-3,832
2509
– –
-3,501
2510
– –
-2,500
2511
– –
-970
2512
– –
-997
2513
– –
-1,227
2514
– –
-440
2515
– –
-4,733
2516
– –
-279
2517
– –
-802
2518
– –
-200
2519
– –
-2,348
2520
– –
-1,509
2521
– –
-1,054
2522
– –
-525
2523
– –
-50
2524
– –
-16
2525
– –
-4,196
99 100
101
102 103