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
2101
– –
-447
2102
– –
-918
2103
– –
-33
2104
– –
-1,000
2105
– –
-723
2106
– –
-5,370
2107
– –
-4,296
2108
– –
-1,336
2109
– –
-286
2110
– –
-406,313
2111
– –
-10,980
2112
– –
-10,941
2113
– –
-15,471
2114
– –
-8,493
2115
– –
-66,685
2116
– –
-317
2117
– –
-72,586
2118
– –
-41,667
2119
– –
-78,613
2120
– –
-6,124
2121
– –
-1,459
2122
– –
-450
2123
– –
-5,948
2124
– –
-4,548
2125
– –
-1,700
83 84
85
86 87