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
$45.7B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$127M
3
+$116M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$81.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.1M

Top Sells

1
+$67.9M
2
+$64.4M
3
+$64.3M
4
GLW icon
Corning
GLW
+$61.7M
5
AVB icon
AvalonBay Communities
AVB
+$54.6M

Sector Composition

1 Technology 17.53%
2 Financials 15.9%
3 Healthcare 14.93%
4 Consumer Discretionary 11.99%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.17M 0.02%
+132,461
477
$8.11M 0.02%
84,669
+36,203
478
$8.08M 0.02%
240,824
-47,825
479
$8.06M 0.02%
679,983
+24,667
480
$8.04M 0.02%
173,982
+156,550
481
$8.03M 0.02%
87,773
-13,133
482
$7.99M 0.02%
517,955
-21,885
483
$7.97M 0.02%
108,465
+26,717
484
$7.93M 0.02%
112,675
485
$7.89M 0.02%
35,085
-3,617
486
$7.88M 0.02%
98,431
-91,385
487
$7.81M 0.02%
141,343
+12,169
488
$7.76M 0.02%
219,287
+58,241
489
$7.65M 0.02%
127,188
-11,617
490
$7.63M 0.02%
343,199
+114,569
491
$7.62M 0.02%
773,368
492
$7.59M 0.02%
65,877
-3,349
493
$7.56M 0.02%
74,597
494
$7.47M 0.02%
46,426
+4,402
495
$7.44M 0.02%
70,632
496
$7.4M 0.02%
31,060
-1,371
497
$7.36M 0.02%
44,161
+100
498
$7.34M 0.02%
2,178
+1
499
$7.31M 0.02%
44,131
500
$7.21M 0.02%
103,158
-2,699
18 19
20
21 22