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
1826
– –
-843
1827
– –
-231
1828
– –
-1,115
1829
– –
-140
1830
– –
-1
1831
– –
-66
1832
– –
-1,600
1833
– –
-100
1834
– –
-12
1835
– –
-627
1836
– –
-175
1837
– –
-2,716
1838
– –
-1,070
1839
– –
-1,194
1840
– –
-5,632
1841
– –
-70
1842
– –
-245
1843
– –
-100
1844
– –
-2,454
1845
– –
-58
1846
– –
-3,797
1847
– –
-4,825
1848
– –
-1,789
1849
– –
-69
1850
– –
-1,284
72 73
74
75 76