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
1051
$1.2M ﹤0.01%
23,796
-62
1052
$1.19M ﹤0.01%
31,397
+4
1053
$1.18M ﹤0.01%
9,662
-35
1054
$1.18M ﹤0.01%
54,626
-2,886
1055
$1.18M ﹤0.01%
8,790
-58
1056
$1.17M ﹤0.01%
45,560
+131
1057
$1.16M ﹤0.01%
7,161
-76
1058
$1.16M ﹤0.01%
16,579
+155
1059
$1.16M ﹤0.01%
2,463
+1,249
1060
$1.15M ﹤0.01%
20,683
+170
1061
$1.15M ﹤0.01%
15,633
+2,919
1062
$1.14M ﹤0.01%
9,509
+22
1063
$1.14M ﹤0.01%
8,536
-414
1064
$1.14M ﹤0.01%
23,435
+9,602
1065
$1.14M ﹤0.01%
29,468
-36
1066
$1.11M ﹤0.01%
4,732
1067
$1.11M ﹤0.01%
20,720
-65,192
1068
$1.11M ﹤0.01%
1,100
1069
$1.1M ﹤0.01%
79,394
+916
1070
$1.1M ﹤0.01%
21,125
1071
$1.09M ﹤0.01%
13,864
+22
1072
$1.08M ﹤0.01%
23,112
-1,559
1073
$1.06M ﹤0.01%
45,741
-12,000
1074
$1.06M ﹤0.01%
40,419
-2,864
1075
$1.05M ﹤0.01%
22,229
+407
41 42
43
44 45