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
2226
– –
-2,681
2227
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-2,490
2228
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-652
2229
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-180
2230
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-4,022
2231
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-2,056
2232
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-1,216
2233
– –
-753
2234
– –
-7,105
2235
– –
-6,269
2236
– –
-856
2237
– –
-4,500
2238
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-515
2239
– –
-405
2240
– –
-2,895
2241
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-1,667
2242
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-457
2243
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-12
2244
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-5,000
2245
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-1,000
2246
– –
-1
2247
– –
-4,314
2248
– –
-300
2249
– –
-3,600
2250
– –
-1,768
88 89
90
91 92