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
1876
– –
-5,750
1877
– –
-500
1878
– –
-3,525
1879
– –
-365
1880
– –
-666
1881
– –
-2
1882
– –
-450
1883
– –
-42
1884
– –
-5
1885
– –
-2,658
1886
– –
-7
1887
– –
-2,000
1888
– –
-1,000
1889
– –
-14
1890
– –
-447
1891
– –
-918
1892
– –
-982
1893
– –
-268
1894
– –
-1,001
1895
– –
-363
1896
– –
-200
1897
– –
-2,310
1898
– –
-1,375
1899
– –
-500
1900
– –
-10
74 75
76
77 78