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
526
$12.3M 0.02%
73,539
+13,519
527
$12.2M 0.02%
102,665
+4,529
528
$12.1M 0.02%
103,944
-752
529
$12M 0.02%
328,380
+108,004
530
$12M 0.02%
253,160
+106,451
531
$12M 0.02%
54,855
+321
532
$11.9M 0.02%
25,496
-341
533
$11.9M 0.02%
35,849
+127
534
$11.8M 0.02%
111,106
+19,880
535
$11.8M 0.02%
99,462
+14,091
536
$11.8M 0.02%
112,735
+3,723
537
$11.6M 0.02%
143,020
+10,876
538
$11.6M 0.02%
70,241
-36
539
$11.6M 0.02%
65,232
+47,557
540
$11.5M 0.02%
257,490
-235,100
541
$11.5M 0.02%
43,989
-3,482
542
$11.5M 0.02%
206,721
-829
543
$11.4M 0.02%
84,843
+28
544
$11.4M 0.02%
120,589
+2,226
545
$11.4M 0.02%
78,481
-1
546
$11.4M 0.02%
268,438
+9,219
547
$11.2M 0.02%
140,922
-403
548
$11.1M 0.02%
44,432
-365
549
$11M 0.02%
41,846
-333
550
$11M 0.02%
109,168
-21
20 21
22
23 24