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
1376
$148K ﹤0.01%
14,994
-9,388
1377
$147K ﹤0.01%
13,580
-410
1378
$147K ﹤0.01%
2,408
1379
$145K ﹤0.01%
1,817
+196
1380
$145K ﹤0.01%
3,762
1381
$142K ﹤0.01%
1,850
+291
1382
$139K ﹤0.01%
900
1383
$138K ﹤0.01%
7,770
1384
$137K ﹤0.01%
1,711
-45,860
1385
$136K ﹤0.01%
193
1386
$134K ﹤0.01%
4,933
1387
$133K ﹤0.01%
+1,183
1388
$132K ﹤0.01%
2,500
1389
$131K ﹤0.01%
8,975
1390
$130K ﹤0.01%
7,903
+332
1391
$130K ﹤0.01%
2,361
+74
1392
$129K ﹤0.01%
2,912
-3,514
1393
$129K ﹤0.01%
70,710
-111,906
1394
$128K ﹤0.01%
5,257
+404
1395
$128K ﹤0.01%
10,952
-4,723
1396
$127K ﹤0.01%
4,527
1397
$127K ﹤0.01%
2,142
-1,082
1398
$127K ﹤0.01%
707
-4,417
1399
$123K ﹤0.01%
1,888
+201
1400
$123K ﹤0.01%
3,769
+107
54 55
56
57 58