EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
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
+$586M
2
+$460M
3
+$215M
4
AMZN icon
Amazon
AMZN
+$201M
5
BMY icon
Bristol-Myers Squibb
BMY
+$185M

Top Sells

1
+$98.8M
2
+$95.3M
3
+$93.6M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$89.1M
5
LHCG
LHC Group LLC
LHCG
+$84.5M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.61%
3 Financials 14.34%
4 Consumer Discretionary 11.33%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
– –
-3,511
1902
– –
-1,195
1903
– –
-226
1904
– –
-2,295
1905
– –
-982
1906
– –
-1,071
1907
– –
-33
1908
– –
-4,805
1909
– –
-5,160
1910
– –
-1,656
1911
– –
-175
1912
– –
-38
1913
– –
-4,250
1914
– –
-60
1915
– –
-200
1916
– –
-845
1917
– –
-2,869
1918
– –
-27
1919
– –
-200
1920
– –
-374
1921
– –
-1,587
1922
– –
-75
1923
– –
-4,833
1924
– –
-187
1925
– –
-940
75 76
77
78 79