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
1176
$646K ﹤0.01%
7,862
-2,369
1177
$635K ﹤0.01%
2,691
-303
1178
$620K ﹤0.01%
6,388
+34
1179
$609K ﹤0.01%
9,323
-389,861
1180
$609K ﹤0.01%
19,323
-4,104
1181
$607K ﹤0.01%
14,327
1182
$604K ﹤0.01%
9,376
+804
1183
$602K ﹤0.01%
5,712
1184
$601K ﹤0.01%
14,157
+73
1185
$601K ﹤0.01%
14,200
1186
$600K ﹤0.01%
15,351
+4,642
1187
$596K ﹤0.01%
13,399
-186
1188
$589K ﹤0.01%
3,750
+2,666
1189
$589K ﹤0.01%
34,749
-4,258
1190
$585K ﹤0.01%
41,257
-13,096
1191
$584K ﹤0.01%
6,091
-101
1192
$581K ﹤0.01%
78,854
-8,973
1193
$578K ﹤0.01%
175,000
1194
$573K ﹤0.01%
21,852
+9,396
1195
$571K ﹤0.01%
14,229
-11
1196
$571K ﹤0.01%
9,752
-9,003
1197
$570K ﹤0.01%
36,955
+76
1198
$566K ﹤0.01%
17,850
1199
$551K ﹤0.01%
12,471
1200
$548K ﹤0.01%
12,797
46 47
48
49 50