Eaton Vance Growth Trust - Eaton Vance Worldwide Health Sciences Fund 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2025-06-30 (12.92% strategy return, 4.20% benchmark, 8.72% excess, 29.04% turnover), while the weakest was 2025-12-31 (-9.36% strategy return, 9.57% benchmark, -18.93% excess, 19.25% turnover). Those periods should be read alongside baseline metrics of return 7.35%, alpha -1.32%, beta 0.67, Sharpe 0.51, Sortino 0.68, and max drawdown -27.63% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 42.43%, top 10 63.20%, top 20 88.99%. The largest names are LLY (Eli Lilly and Company) 16.52%, ABBV (AbbVie Inc.) 8.92%, JNJ (Johnson & Johnson) 6.70%, ABT (Abbott Laboratories) 5.49%, and ISRG (Intuitive Surgical, Inc.) 4.80%, and the largest sector exposures are Health Care 98.87%, and Materials 1.12%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by LLY (Eli Lilly and Company) 16.52%, ABBV (AbbVie Inc.) 8.92%, and JNJ (Johnson & Johnson) 6.70%, with sector exposure of Health Care 98.87%, and Materials 1.12%. The baseline metrics show return 7.35%, alpha -1.32%, beta 0.67, Sharpe 0.51, Sortino 0.68, and max drawdown -27.63%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.