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
1976
– –
-2,930
1977
– –
-1,000
1978
– –
-220
1979
– –
-58
1980
– –
-552
1981
– –
-478
1982
– –
-3,926
1983
– –
-453
1984
– –
-6,702
1985
– –
0
1986
– –
-1,423
1987
– –
-1,577
1988
– –
-1,250
1989
– –
-832
1990
– –
-1,935
1991
– –
-759
1992
– –
-2,574
1993
– –
-193
1994
– –
-135
1995
– –
-6
1996
– –
-18
1997
– –
-2,707
1998
– –
-38
1999
– –
-1,490
2000
– –
0
78 79
80
81 82