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
State Street 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
2701
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-290
2702
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-71
2703
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-8,575
2704
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-782
2705
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-1,067
2706
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-2,022
2707
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-110
2708
– –
-1,321
2709
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-32
2710
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-1,035
2711
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-119,675
2712
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-408
2713
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-1,067
2714
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-2,019
2715
– –
-1,143
2716
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-2,330
2717
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-2,200
2718
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-657
2719
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2720
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-998
2721
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-1,406
2722
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-283
2723
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-1,000
2724
– –
-23
2725
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-400
107 108
109
110 111