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
2226
– –
-3,250
2227
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-2,128
2228
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-1,119
2229
– –
-235
2230
– –
-54
2231
– –
-200
2232
– –
-845
2233
– –
-2,869
2234
– –
-27
2235
– –
-200
2236
– –
-374
2237
– –
-1,587
2238
– –
-75
2239
– –
-4,833
2240
– –
-182
2241
– –
-1,731
2242
– –
-768
2243
– –
-940
2244
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-30
2245
– –
-280
2246
– –
-740
2247
– –
-4,801
2248
– –
-3,222
2249
– –
-2,500
2250
– –
-5,772
88 89
90
91 92