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
1426
$106K ﹤0.01%
2,008
-922
1427
$104K ﹤0.01%
5,756
-31
1428
$104K ﹤0.01%
15,884
-207
1429
$104K ﹤0.01%
1,029
-47
1430
$104K ﹤0.01%
4,260
+1,220
1431
$104K ﹤0.01%
6,875
-6,995
1432
$103K ﹤0.01%
3,836
1433
$101K ﹤0.01%
4,618
-2,394
1434
$101K ﹤0.01%
1,527
1435
$101K ﹤0.01%
5,365
-5,241
1436
$97K ﹤0.01%
870
1437
$96K ﹤0.01%
14,557
1438
$95K ﹤0.01%
3,475
1439
$94K ﹤0.01%
3,250
1440
$93K ﹤0.01%
7,122
-204
1441
$93K ﹤0.01%
300
1442
$93K ﹤0.01%
461
1443
$92K ﹤0.01%
9,451
-6,968
1444
$91K ﹤0.01%
10,028
-223
1445
$91K ﹤0.01%
1,780
-1,236
1446
$91K ﹤0.01%
1,000
1447
$90K ﹤0.01%
13,314
+424
1448
$89K ﹤0.01%
3,125
-1,322
1449
$89K ﹤0.01%
5,285
-74
1450
$88K ﹤0.01%
13,351
-7,658
56 57
58
59 60