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
– –
-8,800
1852
– –
-623
1853
– –
-1,577
1854
– –
-100
1855
– –
-3,107
1856
– –
-5,960
1857
– –
-2,394
1858
– –
-2,041
1859
– –
-29
1860
– –
-1,979
1861
– –
-5,586
1862
– –
-2,982
1863
– –
-4,687
1864
– –
-3,881
1865
– –
-10
1866
– –
-783
1867
– –
-180
1868
– –
-291
1869
– –
-11
1870
– –
-259
1871
– –
-4,334
1872
– –
-6,859
1873
– –
-1,165
1874
– –
-1,523
1875
– –
-5,494
73 74
75
76 77