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
2401
– –
-6,965
2402
– –
-3
2403
– –
-374
2404
– –
-6,376
2405
– –
-3,550
2406
– –
-5,689
2407
– –
-375
2408
– –
-842
2409
– –
-7
2410
– –
-4,960
2411
– –
-5
2412
– –
-1,390
2413
– –
-1,243
2414
– –
-90
2415
– –
-932
2416
– –
-20
2417
– –
-278
2418
– –
-881
2419
– –
-400
2420
– –
-1,521
2421
– –
-1,477
2422
– –
-1,000
2423
– –
-1,000
2424
– –
-148
2425
– –
-9,634
95 96
97
98 99