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
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2702
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2703
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-829
2704
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2705
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2706
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2707
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-2,952
2708
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2709
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-2,216
2710
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-635
2711
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-1,708
2712
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-990
2713
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-1,719
2714
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2715
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2716
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2717
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-76,908
2718
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2719
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2720
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2721
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2722
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2723
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-1,604
2724
– –
-946
2725
– –
-2,440
107 108
109
110 111