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
2051
– –
-3,737
2052
– –
-6,888
2053
– –
-157
2054
– –
-3,630
2055
– –
-217,367
2056
– –
-2,288
2057
– –
-2,802
2058
– –
-2,606
2059
– –
-2,034
2060
– –
-33
2061
– –
-490
2062
– –
-1,267
2063
– –
-1,037
2064
– –
-217
2065
– –
-4,631
2066
– –
-503
2067
– –
-1,918
2068
– –
-177
2069
– –
-53
2070
– –
-1,475
2071
– –
-291
2072
– –
-111
2073
– –
-2,952
2074
– –
-200
2075
– –
-2,216
81 82
83
84 85