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
601
$8.33M 0.01%
67,515
-96
602
$8.29M 0.01%
44,009
+2,518
603
$8.28M 0.01%
20,123
-95
604
$8.2M 0.01%
187,707
+23
605
$8.14M 0.01%
124,422
606
$8.1M 0.01%
195,655
607
$8.08M 0.01%
14,267
-462
608
$8.06M 0.01%
132,416
-781
609
$8.06M 0.01%
381,652
+1,296
610
$8.04M 0.01%
147,059
611
$8.01M 0.01%
419,682
-128,923
612
$7.9M 0.01%
195,408
613
$7.88M 0.01%
127,553
-22,366
614
$7.87M 0.01%
145,704
615
$7.82M 0.01%
52,676
+181
616
$7.81M 0.01%
194,218
-11
617
$7.8M 0.01%
113,750
618
$7.65M 0.01%
49,498
+4,567
619
$7.63M 0.01%
153,332
-1,448
620
$7.61M 0.01%
154,647
-525
621
$7.59M 0.01%
22,457
-309
622
$7.53M 0.01%
234,123
-22,119
623
$7.53M 0.01%
209,251
+91,127
624
$7.51M 0.01%
175,073
-10
625
$7.47M 0.01%
146,392
-12,031
23 24
25
26 27