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
826
$1.73M ﹤0.01%
40,759
827
$1.73M ﹤0.01%
49,869
828
$1.71M ﹤0.01%
21,368
-806,239
829
$1.71M ﹤0.01%
43,414
830
$1.7M ﹤0.01%
+59,689
831
$1.7M ﹤0.01%
+15,606
832
$1.7M ﹤0.01%
63,129
-40,529
833
$1.69M ﹤0.01%
53,183
+125
834
$1.69M ﹤0.01%
48,198
+413
835
$1.68M ﹤0.01%
22,036
+6,648
836
$1.67M ﹤0.01%
9,654
+7,801
837
$1.67M ﹤0.01%
73,931
-163
838
$1.67M ﹤0.01%
39,808
839
$1.66M ﹤0.01%
+59,203
840
$1.66M ﹤0.01%
71,923
+21,500
841
$1.66M ﹤0.01%
42,680
-6,370
842
$1.64M ﹤0.01%
11,617
+21
843
$1.63M ﹤0.01%
92,288
844
$1.62M ﹤0.01%
18,076
+456
845
$1.62M ﹤0.01%
109,416
-1,935
846
$1.62M ﹤0.01%
15,879
+64
847
$1.61M ﹤0.01%
17,636
-1,380
848
$1.6M ﹤0.01%
36,115
-1,450
849
$1.6M ﹤0.01%
16,471
+5,173
850
$1.6M ﹤0.01%
2,654
32 33
34
35 36