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
2026
– –
-291
2027
– –
-1,736
2028
– –
-2,408
2029
– –
-8,508
2030
– –
-2,202
2031
– –
-1,545
2032
– –
-1,890
2033
– –
-85
2034
– –
-17
2035
– –
-12
2036
– –
-150
2037
– –
-753
2038
– –
-15
2039
– –
-3,654
2040
– –
-33
2041
– –
-355
2042
– –
-7,581
2043
– –
-2,207
2044
– –
-1,243
2045
– –
-1,833
2046
– –
-1,954
2047
– –
-7,679
2048
– –
-3,500
2049
– –
-1,009
2050
– –
-11
80 81
82
83 84