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
2701
– –
-9,073
2702
– –
-30
2703
– –
-4,854
2704
– –
-522
2705
– –
-40
2706
– –
-4,500
2707
– –
-997
2708
– –
-1,026
2709
– –
-91
2710
– –
-2,025
2711
– –
-4,896
2712
– –
-4,092
2713
– –
-668
2714
– –
-425
2715
– –
-139
2716
– –
-2,258
2717
– –
-200
2718
– –
-283
2719
– –
-886
2720
– –
-500
2721
– –
-1,155
2722
– –
-1,771
2723
– –
-269
2724
– –
-1,509
2725
– –
-833
107 108
109
110 111