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
2001
– –
-7,366
2002
– –
-7,788
2003
– –
-249
2004
– –
-1,690
2005
– –
-268
2006
– –
-1,001
2007
– –
-363
2008
– –
-200
2009
– –
-2,310
2010
– –
-1,375
2011
– –
-500
2012
– –
-10
2013
– –
-15
2014
– –
-3,957
2015
– –
-4,978
2016
– –
-1,068
2017
– –
-1,000
2018
– –
-3,364
2019
– –
-1,125
2020
– –
-2,215
2021
– –
-2
2022
– –
-235
2023
– –
-118
2024
– –
-8,000
2025
– –
-66
79 80
81
82 83