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
1326
$210K ﹤0.01%
4,566
-1,118
1327
$208K ﹤0.01%
2,382
+189
1328
$203K ﹤0.01%
17,136
-707
1329
$203K ﹤0.01%
9,500
1330
$202K ﹤0.01%
2,213
-81,658
1331
$202K ﹤0.01%
2,616
-22
1332
$202K ﹤0.01%
5,469
-9,795
1333
$201K ﹤0.01%
4,674
1334
$200K ﹤0.01%
4,455
+855
1335
$200K ﹤0.01%
3,207
+8
1336
$195K ﹤0.01%
4,231
-313
1337
$192K ﹤0.01%
1,343
1338
$192K ﹤0.01%
3,500
1339
$190K ﹤0.01%
6,657
-3,763
1340
$188K ﹤0.01%
1,608
+1,453
1341
$187K ﹤0.01%
3,209
+163
1342
$187K ﹤0.01%
8,239
-1,271
1343
$185K ﹤0.01%
10,500
1344
$185K ﹤0.01%
7,500
1345
$183K ﹤0.01%
5,565
-342
1346
$183K ﹤0.01%
2,200
1347
$180K ﹤0.01%
5,560
-357
1348
$180K ﹤0.01%
16,250
1349
$179K ﹤0.01%
2,460
-681
1350
$176K ﹤0.01%
+38
52 53
54
55 56