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
– –
-2,574
1977
– –
-18
1978
– –
-1,490
1979
– –
-5,795
1980
– –
-1,629
1981
– –
-500
1982
– –
-9,073
1983
– –
-1,509
1984
– –
-3,769
1985
– –
-3,400
1986
– –
-71
1987
– –
-3,000
1988
– –
-970
1989
– –
-997
1990
– –
-154,067
1991
– –
-2,128
1992
– –
-1,259
1993
– –
-848
1994
– –
-100
1995
– –
-652
1996
– –
-242
1997
– –
-716
1998
– –
-1,000
1999
– –
-36,734
2000
– –
-1,071
78 79
80
81 82