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
– –
-70
1952
– –
-1,546
1953
– –
-666
1954
– –
-3,400
1955
– –
-877
1956
– –
-10
1957
– –
-300
1958
– –
-3,410
1959
– –
-3
1960
– –
-5
1961
– –
-2,745
1962
– –
-726
1963
– –
-71
1964
– –
-8,575
1965
– –
-2
1966
– –
-2,022
1967
– –
-110
1968
– –
-3,000
1969
– –
-2,326
1970
– –
-271
1971
– –
-3,072
1972
– –
-300
1973
– –
-9,163
1974
– –
-3,200
1975
– –
-2,052
77 78
79
80 81