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
1401
$121K ﹤0.01%
2,352
1402
$120K ﹤0.01%
497,807
-54,297
1403
$119K ﹤0.01%
1,805
-104
1404
$119K ﹤0.01%
880
-414
1405
$119K ﹤0.01%
5,399
-9
1406
$118K ﹤0.01%
3,130
+231
1407
$118K ﹤0.01%
265
-2
1408
$118K ﹤0.01%
7,250
+300
1409
$118K ﹤0.01%
2,371
1410
$117K ﹤0.01%
1,188
1411
$117K ﹤0.01%
4,148
-3,142
1412
$117K ﹤0.01%
1,582
-958
1413
$116K ﹤0.01%
11,833
-20,302
1414
$116K ﹤0.01%
2,054
-271
1415
$116K ﹤0.01%
2,531
1416
$116K ﹤0.01%
5,374
-466
1417
$115K ﹤0.01%
3,660
+63
1418
$110K ﹤0.01%
31,532
1419
$110K ﹤0.01%
222,649
+8,278
1420
$109K ﹤0.01%
39,041
+5,144
1421
$109K ﹤0.01%
5,312
-1,320
1422
$107K ﹤0.01%
6,642
-6,185
1423
$107K ﹤0.01%
3,040
1424
$106K ﹤0.01%
5,000
1425
$106K ﹤0.01%
4,756
55 56
57
58 59