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
State Street 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
2301
– –
-400
2302
– –
-5,255
2303
– –
-1,665
2304
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-801
2305
– –
-4
2306
– –
-2,540
2307
– –
-13
2308
– –
-100
2309
– –
-13
2310
– –
-112
2311
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-87
2312
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-235
2313
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-118
2314
– –
-8,000
2315
– –
-66
2316
– –
-1,736
2317
– –
-2,202
2318
– –
-1,545
2319
– –
-1,890
2320
– –
-85
2321
– –
-17
2322
– –
-12
2323
– –
-150
2324
– –
-753
2325
– –
-15
91 92
93
94 95