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
1551
$41K ﹤0.01%
376
1552
$41K ﹤0.01%
8,475
-379
1553
$41K ﹤0.01%
2,349
1554
$40K ﹤0.01%
10,142
+59
1555
$40K ﹤0.01%
275
1556
$40K ﹤0.01%
8,128
-5,354
1557
$39K ﹤0.01%
10,109
+590
1558
$39K ﹤0.01%
765
1559
$39K ﹤0.01%
1,108
-1,437
1560
$39K ﹤0.01%
3,060
-276
1561
$39K ﹤0.01%
1,047
-400
1562
$39K ﹤0.01%
8,000
1563
$38K ﹤0.01%
3,125
-565
1564
$38K ﹤0.01%
2,667
+54
1565
$38K ﹤0.01%
2,500
1566
$37K ﹤0.01%
15,132
-3,523
1567
$37K ﹤0.01%
20,750
-130
1568
$37K ﹤0.01%
1,940
+7
1569
$37K ﹤0.01%
215
+93
1570
$37K ﹤0.01%
780
+280
1571
$37K ﹤0.01%
+1,830
1572
$36K ﹤0.01%
3,142
+2,700
1573
$36K ﹤0.01%
2,237
-2,260
1574
$36K ﹤0.01%
600
1575
$35K ﹤0.01%
932
61 62
63
64 65