Eaton Vance Growth Trust - Eaton Vance Worldwide Health Sciences Fund 13F holdings and portfolio analysis
Sign in to clone a new branch from the selected plan, then continue optimizing in the new branch.
Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Following Baseline means accepting the manager's disclosed sizing almost directly. Here that means moderate concentration rather than broad index-like exposure: top 5 42.43%, top 10 63.20%, top 20 88.99%, with LLY 16.52%, ABBV 8.92%, JNJ 6.70%, ABT 5.49%, ISRG 4.80%, TMO 4.56%. The baseline result is return 9.17%, alpha 0.80%, beta 0.67, Sharpe 0.61, Sortino 0.81, max drawdown -27.63%. That is the right reference case, but it is not automatically the safest case because the largest names and sector mix (Health Care 98.87%, Materials 1.12%) still dominate the realized path.
The period rows show the character of the baseline. The strongest relative period was 2025-06-30 (12.98% vs SPY 4.20%, excess 8.78%, turnover 28.03%); the weakest was 2024-06-30 (-1.66% vs SPY 9.83%, excess -11.49%, turnover 11.24%). The latest rows (2025-03-31 (1.31% vs SPY 9.22%, excess -7.91%, turnover 17.15%); 2025-06-30 (12.98% vs SPY 4.20%, excess 8.78%, turnover 28.03%); 2025-09-30 (1.94% vs SPY 1.49%, excess 0.45%, turnover 21.29%)) show whether recent results are confirming or reversing the long-term profile.
Before accepting Baseline, I would inspect three things: whether LLY 16.52%, ABBV 8.92%, JNJ 6.70%, ABT 5.49% still have current theses, whether recent changes such as no large named moves and no large named moves indicate a shift, and whether max drawdown of -27.63% is acceptable for the user's risk budget.