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
2601
– –
-837
2602
– –
-2,500
2603
– –
-3,000
2604
– –
-43
2605
– –
-2,159
2606
– –
-4,110
2607
– –
-2,052
2608
– –
-479
2609
– –
-2,070
2610
– –
-627
2611
– –
-175
2612
– –
-2,716
2613
– –
-1,070
2614
– –
-69
2615
– –
-500
2616
– –
-30
2617
– –
-1,000
2618
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-3,462
2619
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-500
2620
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-139
2621
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-200
2622
– –
-7,418
2623
– –
-1,299
2624
– –
-400
2625
– –
-1,100
103 104
105
106 107