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
776
$3.99M 0.01%
768,744
777
$3.98M 0.01%
76,645
+1,265
778
$3.92M 0.01%
61,904
-3,650
779
$3.91M 0.01%
46,728
+45,084
780
$3.9M 0.01%
387,184
781
$3.9M 0.01%
130,723
+3,134
782
$3.86M 0.01%
53,930
+50,281
783
$3.86M 0.01%
70,361
784
$3.85M 0.01%
51,288
-97
785
$3.82M 0.01%
267,127
786
$3.81M 0.01%
153,005
-6,115
787
$3.8M 0.01%
82,499
-20,395
788
$3.78M 0.01%
72,410
-380
789
$3.76M 0.01%
31,291
-83
790
$3.74M 0.01%
161,752
-395
791
$3.74M 0.01%
144,735
+17,180
792
$3.72M 0.01%
48,152
+53
793
$3.7M 0.01%
21,615
+5,340
794
$3.7M 0.01%
240,379
+217
795
$3.68M 0.01%
34,274
+327
796
$3.67M 0.01%
41,783
+7
797
$3.64M 0.01%
231,390
-487,682
798
$3.64M 0.01%
31,794
-646
799
$3.61M 0.01%
47,223
-9,732
800
$3.6M 0.01%
95,753
+95,434
30 31
32
33 34