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
701
$5.57M 0.01%
164,395
702
$5.54M 0.01%
37,827
-1,019
703
$5.53M 0.01%
25,170
+3,157
704
$5.51M 0.01%
69,644
+399
705
$5.5M 0.01%
69,845
-30
706
$5.5M 0.01%
69,832
-10,568
707
$5.46M 0.01%
158,663
-325
708
$5.39M 0.01%
27,794
+324
709
$5.35M 0.01%
111,235
710
$5.34M 0.01%
91,816
+175
711
$5.32M 0.01%
144,734
-22,077
712
$5.31M 0.01%
217,876
+703
713
$5.3M 0.01%
283,934
-186
714
$5.25M 0.01%
120,669
-7,928
715
$5.25M 0.01%
113,266
716
$5.22M 0.01%
36,189
-185
717
$5.21M 0.01%
70,760
-330
718
$5.21M 0.01%
51,053
+220
719
$5.18M 0.01%
39,315
-1,972
720
$5.17M 0.01%
36,360
-99
721
$5.17M 0.01%
31,649
+6,632
722
$5.05M 0.01%
20,195
-234
723
$5.04M 0.01%
97,418
-2,900
724
$5.03M 0.01%
18,846
-506
725
$5.02M 0.01%
75,337
-139,076
27 28
29
30 31