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
2076
– –
-2,310
2077
– –
-1,375
2078
– –
-10
2079
– –
-15
2080
– –
-1,068
2081
– –
-1,000
2082
– –
-2
2083
– –
-4,833
2084
– –
-998,254
2085
– –
-450
2086
– –
-42
2087
– –
-5
2088
– –
-2,658
2089
– –
-2,000
2090
– –
-1,000
2091
– –
-14
2092
– –
-68
2093
– –
-2,014
2094
– –
-1
2095
– –
-49
2096
– –
-1,000
2097
– –
-100
2098
– –
-750
2099
– –
-3,789
2100
– –
-32,590
82 83
84
85 86