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
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
– –
-716
1952
– –
-2,466
1953
– –
-543
1954
– –
-2,537
1955
– –
-1,062
1956
– –
-5,254
1957
– –
-3,955
1958
– –
-2
1959
– –
-604
1960
– –
-57
1961
– –
-13
1962
– –
-222
1963
– –
-201
1964
– –
-16
1965
– –
-500
1966
– –
-919
1967
– –
-956
1968
– –
-3,000
1969
– –
-108
1970
– –
-5,750
1971
– –
-500
1972
– –
-3,525
1973
– –
-1,526
1974
– –
-365
1975
– –
-676
77 78
79
80 81