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
676
$6.12M 0.01%
175,852
+4,664
677
$6.09M 0.01%
237,155
678
$6.08M 0.01%
187,479
+117,070
679
$6.03M 0.01%
51,080
+764
680
$6.02M 0.01%
204,463
681
$5.98M 0.01%
86,992
-906
682
$5.97M 0.01%
87,513
+2,598
683
$5.91M 0.01%
39,156
+4,234
684
$5.87M 0.01%
100,212
+301
685
$5.87M 0.01%
66,514
+10,025
686
$5.82M 0.01%
68,072
-744
687
$5.79M 0.01%
100,841
+5,234
688
$5.78M 0.01%
198,290
689
$5.76M 0.01%
71,484
+10,465
690
$5.76M 0.01%
235,980
+297
691
$5.72M 0.01%
158,167
+18
692
$5.72M 0.01%
15,104
+617
693
$5.68M 0.01%
110,108
-51
694
$5.65M 0.01%
168,461
-108
695
$5.64M 0.01%
19,594
+11
696
$5.63M 0.01%
263,152
-2,344
697
$5.62M 0.01%
151,519
+99
698
$5.62M 0.01%
100,438
-51
699
$5.61M 0.01%
34,848
-703
700
$5.57M 0.01%
55,154
-491
26 27
28
29 30