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
$34.3B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$209M
3
+$197M
4
WFC icon
Wells Fargo
WFC
+$181M
5
EQR icon
Equity Residential
EQR
+$178M

Top Sells

1
+$247M
2
+$176M
3
+$164M
4
MDT icon
Medtronic
MDT
+$163M
5
MSFT icon
Microsoft
MSFT
+$147M

Sector Composition

1 Healthcare 19.15%
2 Financials 14.89%
3 Technology 10.7%
4 Industrials 10.05%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-4,469,916
977
– –
-284,561
978
– –
-1,526
979
– –
-2,150
980
– –
-37,585
981
– –
-140,564
982
– –
-986,996
36 37 38 39
40