EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$570M
2
+$449M
3
+$210M
4
AMZN icon
Amazon
AMZN
+$190M
5
BMY icon
Bristol-Myers Squibb
BMY
+$170M

Top Sells

1
+$111M
2
+$103M
3
+$90.6M
4
PXD
Pioneer Natural Resource Co.
PXD
+$86.2M
5
PM icon
Philip Morris
PM
+$85.3M

Sector Composition

1 Technology 24.15%
2 Healthcare 14.61%
3 Financials 14.36%
4 Consumer Discretionary 11.33%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-366
2602
– –
-910
2603
– –
-4,924
2604
– –
-7,500
2605
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2606
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-100
2607
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-1,217
2608
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-3,338
2609
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-1,000
2610
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-183
2611
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-3,309
2612
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-36,146
2613
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-83
2614
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-939
2615
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-1,000
2616
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-75
2617
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-246
2618
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-491
2619
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-407
2620
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-52
2621
– –
-825
2622
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-2,201
2623
– –
-31
2624
– –
-1,095
2625
– –
-100
103 104
105
106 107