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
$45.7B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$127M
3
+$116M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$81.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.1M

Top Sells

1
+$67.9M
2
+$64.4M
3
+$64.3M
4
GLW icon
Corning
GLW
+$61.7M
5
AVB icon
AvalonBay Communities
AVB
+$54.6M

Sector Composition

1 Technology 17.53%
2 Financials 15.9%
3 Healthcare 14.93%
4 Consumer Discretionary 11.99%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.07M 0.01%
56,097
+3,553
702
$3.04M 0.01%
18,905
+6
703
$3.04M 0.01%
37,200
704
$3.01M 0.01%
575,837
-1,278
705
$3.01M 0.01%
+17,668
706
$2.99M 0.01%
37,153
-4,765
707
$2.99M 0.01%
54,372
-300
708
$2.99M 0.01%
44,647
709
$2.99M 0.01%
+65,006
710
$2.98M 0.01%
60,000
711
$2.97M 0.01%
24,358
-555
712
$2.97M 0.01%
61,924
-232
713
$2.93M 0.01%
32,370
-24,130
714
$2.91M 0.01%
80,708
+1,481
715
$2.87M 0.01%
56,212
716
$2.83M 0.01%
46,816
+24
717
$2.83M 0.01%
137,392
+15
718
$2.81M 0.01%
69,251
719
$2.81M 0.01%
+166,000
720
$2.78M 0.01%
154,800
-9,873
721
$2.78M 0.01%
47,282
+119
722
$2.78M 0.01%
416,410
723
$2.78M 0.01%
96,489
724
$2.77M 0.01%
150,340
725
$2.77M 0.01%
2,515
+53
27 28
29
30 31