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
2701
– –
-3,814
2702
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-1,714
2703
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-736
2704
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-142
2705
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-441
2706
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-200
2707
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-4,089
2708
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-8,560
2709
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0
2710
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-1,480
2711
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-2,200
2712
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-3,142
2713
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-1,663
2714
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-275
2715
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-2,489
2716
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-496
2717
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-94
2718
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2719
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-4
2720
– –
-1,600
2721
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-100
2722
– –
-12
2723
– –
-326
2724
– –
-290
2725
– –
-782
107 108
109
110 111