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
1576
$34K ﹤0.01%
1,643
+3
1577
$34K ﹤0.01%
441
1578
$33K ﹤0.01%
1,205
+285
1579
$33K ﹤0.01%
1,095
1580
$33K ﹤0.01%
1,118
-48
1581
$33K ﹤0.01%
712
-30
1582
$33K ﹤0.01%
4,581
-4,954
1583
$33K ﹤0.01%
636
+200
1584
$32K ﹤0.01%
545
+272
1585
$32K ﹤0.01%
6,202
+415
1586
$32K ﹤0.01%
13,271
+469
1587
$31K ﹤0.01%
1,963
-161
1588
$31K ﹤0.01%
400
1589
$31K ﹤0.01%
686
-397
1590
$31K ﹤0.01%
10,360
+423
1591
$31K ﹤0.01%
644,303
+23,928
1592
$30K ﹤0.01%
3,915
-807
1593
$30K ﹤0.01%
16,475
+404
1594
$30K ﹤0.01%
2,015
-89
1595
$30K ﹤0.01%
1,406
-236
1596
$29K ﹤0.01%
1,308
-1,288
1597
$29K ﹤0.01%
328
-17
1598
$28K ﹤0.01%
705
-105
1599
$28K ﹤0.01%
257
1600
$28K ﹤0.01%
6,033
+323
62 63
64
65 66