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
576
$14.9M 0.02%
29,609
+26,899
577
$14.9M 0.02%
474,524
+156,804
578
$14.7M 0.02%
28,494
+13,558
579
$14.7M 0.02%
301,780
+19,680
580
$14.7M 0.02%
362,481
+70
581
$14.6M 0.02%
128,321
+9
582
$14.6M 0.02%
229,471
+15,344
583
$14.5M 0.02%
240,000
+138,609
584
$14.4M 0.02%
194,800
-950
585
$14.4M 0.02%
300,267
+44,362
586
$14.4M 0.02%
153,814
+17,824
587
$14.4M 0.02%
19,366
+2,166
588
$14.1M 0.02%
720,782
+56,834
589
$14.1M 0.02%
70,425
+56
590
$14.1M 0.02%
106,384
+9,342
591
$14M 0.02%
192,984
+55,392
592
$14M 0.02%
281,277
+17,770
593
$13.9M 0.02%
252,910
+25,099
594
$13.8M 0.02%
98,090
+13,269
595
$13.8M 0.02%
117,180
+25,518
596
$13.8M 0.02%
99,492
+14,464
597
$13.8M 0.02%
206,980
+198,236
598
$13.8M 0.02%
131,083
+17,557
599
$13.7M 0.02%
298,041
-257,570
600
$13.7M 0.02%
96,041
+59,549
22 23
24
25 26