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
1951
– –
-78,613
1952
– –
-6,124
1953
– –
-1,459
1954
– –
-450
1955
– –
-5,948
1956
– –
-4,548
1957
– –
-1,700
1958
– –
0
1959
– –
-185
1960
– –
-4,004
1961
– –
-1,354
1962
– –
-1,279
1963
– –
-171
1964
– –
-1,832
1965
– –
-22,332
1966
– –
-3,737
1967
– –
-6,888
1968
– –
-157
1969
– –
-3,630
1970
– –
-217,367
1971
– –
-2,288
1972
– –
-2,802
1973
– –
-624
1974
– –
-761
1975
– –
-604
77 78
79
80 81