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
1251
$394K ﹤0.01%
5,727
+59
1252
$391K ﹤0.01%
31,178
-127
1253
$384K ﹤0.01%
18,519
1254
$382K ﹤0.01%
6,000
-950
1255
$378K ﹤0.01%
31,276
-4,139
1256
$375K ﹤0.01%
3,722
1257
$370K ﹤0.01%
2,544
1258
$369K ﹤0.01%
4,880
-968
1259
$366K ﹤0.01%
4,529
-4,102
1260
$365K ﹤0.01%
4,107
-19,451
1261
$363K ﹤0.01%
24,984
+1,311
1262
$363K ﹤0.01%
6,807
-1,615
1263
$361K ﹤0.01%
47,699
-46
1264
$354K ﹤0.01%
11,510
-4,728
1265
$350K ﹤0.01%
7,295
+750
1266
$339K ﹤0.01%
7,131
+531
1267
$339K ﹤0.01%
18,704
+296
1268
$337K ﹤0.01%
6,930
+191
1269
$336K ﹤0.01%
4,351
+114
1270
$334K ﹤0.01%
6,428
1271
$331K ﹤0.01%
17,735
-2,918
1272
$329K ﹤0.01%
4,646
+48
1273
$325K ﹤0.01%
7,515
+337
1274
$323K ﹤0.01%
15,734
-233
1275
$322K ﹤0.01%
4,274
49 50
51
52 53