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
2076
– –
-175
2077
– –
-1,754
2078
– –
-2,975
2079
– –
-208
2080
– –
-46
2081
– –
-966
2082
– –
-38
2083
– –
-1,300
2084
– –
-1,165
2085
– –
-626
2086
– –
-120
2087
– –
-83
2088
– –
-709
2089
– –
-273
2090
– –
-50
2091
– –
-7
2092
– –
-1,331
2093
– –
-1,972
2094
– –
-164
2095
– –
-3,284
2096
– –
-166
2097
– –
-1,523
2098
– –
-5,494
2099
– –
-666
2100
– –
-2,681
82 83
84
85 86