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
751
$2.59M 0.01%
79,416
+54
752
$2.58M 0.01%
43,412
+11,608
753
$2.57M 0.01%
51,172
+201
754
$2.53M 0.01%
77,457
755
$2.49M 0.01%
70,176
756
$2.49M 0.01%
27,979
+51
757
$2.48M 0.01%
41,532
+201
758
$2.46M 0.01%
16,542
+190
759
$2.46M 0.01%
+13,159
760
$2.44M 0.01%
134,109
761
$2.44M 0.01%
207,240
-3,600
762
$2.41M 0.01%
21,901
+5,030
763
$2.4M 0.01%
267,759
+243
764
$2.4M 0.01%
18,845
+1,162
765
$2.4M 0.01%
25,570
+240
766
$2.39M 0.01%
71,366
+210
767
$2.39M 0.01%
111,505
+1,485
768
$2.38M 0.01%
6,290
+1,460
769
$2.37M 0.01%
16,845
+3,431
770
$2.37M 0.01%
32,461
771
$2.36M 0.01%
+11,745
772
$2.35M 0.01%
2,080
773
$2.35M 0.01%
+42,065
774
$2.34M 0.01%
49,478
775
$2.3M 0.01%
17,890
+30
29 30
31
32 33