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
1901
– –
-2,930
1902
– –
-58
1903
– –
-552
1904
– –
-4,171
1905
– –
-1,787
1906
– –
-1,250
1907
– –
-2,574
1908
– –
-193
1909
– –
-18
1910
– –
-2,707
1911
– –
-1,490
1912
– –
0
1913
– –
-1,001
1914
– –
-8,061
1915
– –
-1,286
1916
– –
-3,413
1917
– –
-170
1918
– –
-5,000
1919
– –
-869
1920
– –
-291
1921
– –
-5,795
1922
– –
-8,195
1923
– –
-829
1924
– –
-3,242
1925
– –
-1,187
75 76
77
78 79