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
$71.9B
AUM Growth
-$2.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,921
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$93.1M
3
+$87.8M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$82.6M
5
IART icon
Integra LifeSciences
IART
+$72.7M

Top Sells

1
+$191M
2
+$129M
3
+$96.6M
4
GE icon
GE Aerospace
GE
+$91.8M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$81.8M

Sector Composition

1 Technology 24.06%
2 Financials 15.38%
3 Healthcare 14.04%
4 Consumer Discretionary 12.31%
5 Communication Services 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$0 ﹤0.01%
7
2902
$0 ﹤0.01%
3,310
+1,551
2903
– –
-2,378
2904
$0 ﹤0.01%
581
-535
2905
$0 ﹤0.01%
5,344
2906
$0 ﹤0.01%
2,310
+86
2907
$0 ﹤0.01%
1,485
-184
2908
– –
-4,836
2909
$0 ﹤0.01%
132
2910
$0 ﹤0.01%
3,041
2911
$0 ﹤0.01%
1,149
+117
2912
$0 ﹤0.01%
2,294
-139
2913
$0 ﹤0.01%
7,758
+663
2914
$0 ﹤0.01%
1,000
2915
$0 ﹤0.01%
1,191
-65
2916
$0 ﹤0.01%
6,661
+176
2917
$0 ﹤0.01%
194
2918
$0 ﹤0.01%
190
-1,847
2919
$0 ﹤0.01%
9,889
-11,311
2920
$0 ﹤0.01%
265
-15
2921
$0 ﹤0.01%
934
+652
113 114 115 116
117