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
2026
– –
-1,000
2027
– –
-723
2028
– –
-10,941
2029
– –
-15,471
2030
– –
-8,493
2031
– –
-66,685
2032
– –
-317
2033
– –
-72,586
2034
– –
-41,667
2035
– –
-78,613
2036
– –
-6,124
2037
– –
-1,459
2038
– –
-450
2039
– –
-5,948
2040
– –
-4,548
2041
– –
-1,700
2042
– –
0
2043
– –
-185
2044
– –
-4,004
2045
– –
-1,354
2046
– –
-1,279
2047
– –
-171
2048
– –
-1,832
2049
– –
-242
2050
– –
-22,332
80 81
82
83 84