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
1926
– –
-454
1927
– –
-2,216
1928
– –
-500
1929
– –
-1,629
1930
– –
-2,518
1931
– –
-1,195
1932
– –
-2,616
1933
– –
-76,908
1934
– –
-132
1935
– –
-1,937
1936
– –
-1,700
1937
– –
-132
1938
– –
-286
1939
– –
-500
1940
– –
-7
1941
– –
-2,615
1942
– –
-25
1943
– –
-9,073
1944
– –
-1,509
1945
– –
-833
1946
– –
-807
1947
– –
-741
1948
– –
-3,769
1949
– –
-3,477
1950
– –
-3,516
76 77
78
79 80