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
1976
– –
-1,000
1977
– –
-3,462
1978
– –
-500
1979
– –
-139
1980
– –
-1,299
1981
– –
-400
1982
– –
-200
1983
– –
-185
1984
– –
-932
1985
– –
-20
1986
– –
-393
1987
– –
-240
1988
– –
-2,000
1989
– –
-83
1990
– –
-97
1991
– –
-970
1992
– –
-997
1993
– –
-6,614
1994
– –
-20
1995
– –
-166,888
1996
– –
-2,505
1997
– –
-569
1998
– –
-7
1999
– –
-149
2000
– –
-80
78 79
80
81 82