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
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$81.8M

Sector Composition

1 Technology 24.06%
2 Financials 15.39%
3 Healthcare 14.04%
4 Consumer Discretionary 12.3%
5 Communication Services 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15.9M 0.02%
232,533
-1,216
477
$15.9M 0.02%
395,040
+7,213
478
$15.7M 0.02%
228,191
+380
479
$15.6M 0.02%
156,204
-1,160
480
$15.4M 0.02%
414,168
-309,198
481
$15.4M 0.02%
136,469
+79
482
$15.4M 0.02%
438,464
483
$15.3M 0.02%
375,780
-2,475
484
$14.9M 0.02%
367,437
-82,165
485
$14.9M 0.02%
123,797
+5,870
486
$14.9M 0.02%
545,749
+314
487
$14.8M 0.02%
80,150
+10,150
488
$14.8M 0.02%
239,428
-6,261
489
$14.7M 0.02%
54,351
-3
490
$14.7M 0.02%
275,881
+49,039
491
$14.5M 0.02%
302,808
-26,946
492
$14.4M 0.02%
242,445
-314,852
493
$14.4M 0.02%
353,359
+105,519
494
$14.4M 0.02%
241,543
+1,811
495
$14.2M 0.02%
130,424
+4,521
496
$14.2M 0.02%
121,009
+855
497
$14.1M 0.02%
34,893
498
$14M 0.02%
359,957
-2,829
499
$14M 0.02%
179,101
-1,416
500
$14M 0.02%
33,986
+4,024
18 19
20
21 22