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
1851
– –
-100
1852
– –
-166,888
1853
– –
-2,505
1854
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-569
1855
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-2,037
1856
– –
-928
1857
– –
-200
1858
– –
-1,750
1859
– –
-1,500
1860
– –
-866
1861
– –
-7,600
1862
– –
-6,500
1863
– –
-9,028
1864
– –
-2,043
1865
– –
-652
1866
– –
-20
1867
– –
-183
1868
– –
-4,250
1869
– –
-60
1870
– –
-230
1871
– –
-1,000
1872
– –
-320
1873
– –
-235
1874
– –
-54
1875
– –
-164
73 74
75
76 77