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
– –
-800
1927
– –
-1,681
1928
– –
-588
1929
– –
-3,487
1930
– –
-1,653
1931
– –
-2,878
1932
– –
-33
1933
– –
-1,000
1934
– –
-723
1935
– –
-5,370
1936
– –
-4,296
1937
– –
-1,336
1938
– –
-286
1939
– –
-406,313
1940
– –
-10,980
1941
– –
-10,941
1942
– –
-15,471
1943
– –
-8,493
1944
– –
-18,450
1945
– –
-66,685
1946
– –
-317
1947
– –
-72,586
1948
– –
-41,667
1949
– –
-6,637
1950
– –
-4,333
76 77
78
79 80