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
1201
$281K ﹤0.01%
18,370
1202
$276K ﹤0.01%
+49,630
1203
$273K ﹤0.01%
+6,600
1204
$272K ﹤0.01%
3,355
1205
$272K ﹤0.01%
33,859
1206
$270K ﹤0.01%
23,200
1207
$268K ﹤0.01%
4,100
1208
$267K ﹤0.01%
+1,436
1209
$264K ﹤0.01%
15,818
-100
1210
$263K ﹤0.01%
+35,257
1211
$262K ﹤0.01%
+4,416
1212
$262K ﹤0.01%
2,692
-42
1213
$260K ﹤0.01%
3,151
-122
1214
$260K ﹤0.01%
6,053
1215
$260K ﹤0.01%
5,196
1216
$259K ﹤0.01%
4,386
-460
1217
$259K ﹤0.01%
15,740
1218
$258K ﹤0.01%
4,588
1219
$258K ﹤0.01%
10,458
+509
1220
$258K ﹤0.01%
3,474
1221
$257K ﹤0.01%
14,435
1222
$257K ﹤0.01%
2,338
1223
$255K ﹤0.01%
7,765
1224
$249K ﹤0.01%
40,900
+22,000
1225
$242K ﹤0.01%
6,769
+769
47 48
49
50 51