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
551
$11M 0.02%
191,171
+7,615
552
$11M 0.02%
651,571
+714
553
$10.9M 0.02%
88,822
-844
554
$10.8M 0.02%
40,762
+2,443
555
$10.8M 0.02%
965,776
+9,140
556
$10.8M 0.02%
116,978
+3,796
557
$10.8M 0.02%
200,936
+5
558
$10.8M 0.02%
318,264
+72,892
559
$10.7M 0.01%
677,244
+791
560
$10.6M 0.01%
92,595
+11,401
561
$10.6M 0.01%
27,182
+419
562
$10.6M 0.01%
80,448
+5,020
563
$10.6M 0.01%
104,995
-44
564
$10.6M 0.01%
42,226
-703
565
$10.4M 0.01%
2,262
-11
566
$10.4M 0.01%
88,800
-940
567
$10.3M 0.01%
149,985
568
$10.3M 0.01%
218,129
-158,969
569
$10.2M 0.01%
96,928
-18,076
570
$10.1M 0.01%
116,051
+35,009
571
$9.96M 0.01%
127,785
+4,365
572
$9.91M 0.01%
249,222
573
$9.88M 0.01%
129,667
+35,806
574
$9.76M 0.01%
252,511
-15,098
575
$9.74M 0.01%
132,328
-8
21 22
23
24 25