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
1451
$87K ﹤0.01%
1,575
1452
$85K ﹤0.01%
6,094
-3,429
1453
$85K ﹤0.01%
23,155
-16,690
1454
$85K ﹤0.01%
1,598
+411
1455
$84K ﹤0.01%
1,660
1456
$84K ﹤0.01%
3,000
1457
$83K ﹤0.01%
8,446
1458
$82K ﹤0.01%
831
+431
1459
$81K ﹤0.01%
6,294
+4,650
1460
$81K ﹤0.01%
984
+234
1461
$80K ﹤0.01%
9,355
-2,498
1462
$80K ﹤0.01%
16,231
1463
$80K ﹤0.01%
4,365
+770
1464
$77K ﹤0.01%
1,980
+30
1465
$77K ﹤0.01%
735
-1,107
1466
$77K ﹤0.01%
3,623
+78
1467
$76K ﹤0.01%
4,268
+145
1468
$76K ﹤0.01%
2,581
+213
1469
$76K ﹤0.01%
2,995
+115
1470
$76K ﹤0.01%
1,667
-207
1471
$75K ﹤0.01%
2,485
1472
$75K ﹤0.01%
600
1473
$74K ﹤0.01%
3,152
-60
1474
$74K ﹤0.01%
800
+200
1475
$74K ﹤0.01%
3,074
-43
57 58
59
60 61