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
2001
– –
-147
2002
– –
-88
2003
– –
-2,888
2004
– –
-32
2005
– –
-16
2006
– –
-389
2007
– –
-46
2008
– –
-3,315
2009
– –
-1,404
2010
– –
-1,195
2011
– –
-3,985
2012
– –
-2,963
2013
– –
-1,854
2014
– –
-1,748
2015
– –
-154,067
2016
– –
-2,065
2017
– –
-990
2018
– –
-2,128
2019
– –
-1,119
2020
– –
-2,869
2021
– –
-1,000
2022
– –
-2,919
2023
– –
0
2024
– –
-3,908
2025
– –
-1,095
79 80
81
82 83