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
2201
– –
-33
2202
– –
-4,805
2203
– –
-5,160
2204
– –
-1,656
2205
– –
-175
2206
– –
-5,586
2207
– –
-1,491
2208
– –
-597
2209
– –
-2,695
2210
– –
-38
2211
– –
-4,250
2212
– –
-60
2213
– –
-230
2214
– –
-1,000
2215
– –
-320
2216
– –
-500
2217
– –
-200
2218
– –
-202
2219
– –
-4,687
2220
– –
-56
2221
– –
-200
2222
– –
-2,065
2223
– –
-990
2224
– –
-1,078
2225
– –
-2,350
87 88
89
90 91