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
1476
$74K ﹤0.01%
1,500
1477
$72K ﹤0.01%
4,434
1478
$72K ﹤0.01%
1,566
-4,260
1479
$71K ﹤0.01%
877
-4,123
1480
$71K ﹤0.01%
3,010
+792
1481
$71K ﹤0.01%
2,500
-640
1482
$71K ﹤0.01%
2,010
-280
1483
$69K ﹤0.01%
2,248
-2,836
1484
$69K ﹤0.01%
1,945
-328
1485
$69K ﹤0.01%
12,245
+11
1486
$67K ﹤0.01%
1,700
1487
$67K ﹤0.01%
3,349
-137
1488
$67K ﹤0.01%
500
1489
$67K ﹤0.01%
11,000
-40,900
1490
$66K ﹤0.01%
37,564
+1,689
1491
$66K ﹤0.01%
1,700
1492
$65K ﹤0.01%
10,011
-3,042
1493
$65K ﹤0.01%
1,016
1494
$65K ﹤0.01%
6,083
-10,714
1495
$63K ﹤0.01%
4,825
1496
$63K ﹤0.01%
700
1497
$63K ﹤0.01%
4,850
-30,780
1498
$63K ﹤0.01%
1,736
1499
$62K ﹤0.01%
1,875
1500
$62K ﹤0.01%
2,468
-698
58 59
60
61 62