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
1926
– –
-30
1927
– –
-280
1928
– –
-740
1929
– –
-712
1930
– –
-147,515
1931
– –
-809
1932
– –
-879
1933
– –
-5,003
1934
– –
-200
1935
– –
-2,207
1936
– –
-1,243
1937
– –
-1,833
1938
– –
-1,954
1939
– –
-7,679
1940
– –
-3,500
1941
– –
-208
1942
– –
-46
1943
– –
-97
1944
– –
-624
1945
– –
-330
1946
– –
-1,212
1947
– –
-382
1948
– –
-341
1949
– –
-230
1950
– –
-461
76 77
78
79 80