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
1951
– –
-761
1952
– –
-114
1953
– –
-135
1954
– –
-6
1955
– –
-18
1956
– –
-2,707
1957
– –
-38
1958
– –
-1,490
1959
– –
-7
1960
– –
-80
1961
– –
-2,000
1962
– –
-1,000
1963
– –
-14
1964
– –
-918
1965
– –
-3,487
1966
– –
-741
1967
– –
-510
1968
– –
-1,123
1969
– –
-1,643
1970
– –
-435
1971
– –
-940
1972
– –
-305
1973
– –
-829
1974
– –
-25
1975
– –
-1,354
77 78
79
80 81