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
2001
– –
-36,734
2002
– –
-52
2003
– –
-825
2004
– –
-2,698
2005
– –
-1,474
2006
– –
-400
2007
– –
-984
2008
– –
-1,575
2009
– –
-487
2010
– –
-97
2011
– –
-60
2012
– –
-2
2013
– –
-599
2014
– –
-1,822
2015
– –
-1,100
2016
– –
-384
2017
– –
-1,071
2018
– –
-302
2019
– –
-6
2020
– –
-14,435
2021
– –
-8,800
2022
– –
-588
2023
– –
-447
2024
– –
-982
2025
– –
-33
79 80
81
82 83