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
1601
$28K ﹤0.01%
421
-152
1602
$28K ﹤0.01%
1,000
1603
$28K ﹤0.01%
1,535
1604
$28K ﹤0.01%
635
1605
$27K ﹤0.01%
747
1606
$26K ﹤0.01%
2,107
-36
1607
$26K ﹤0.01%
900
1608
$26K ﹤0.01%
1,465
+710
1609
$26K ﹤0.01%
500,976
+16,808
1610
$26K ﹤0.01%
518
-26,725
1611
$25K ﹤0.01%
1,675
1612
$25K ﹤0.01%
1,214
-2,074
1613
$25K ﹤0.01%
1,800
1614
$25K ﹤0.01%
3,980
+144
1615
$25K ﹤0.01%
700
1616
$24K ﹤0.01%
870
-1,212
1617
$24K ﹤0.01%
+1,666
1618
$24K ﹤0.01%
543
1619
$24K ﹤0.01%
8,161
-2,186
1620
$24K ﹤0.01%
350
1621
$24K ﹤0.01%
5,206
-847
1622
$24K ﹤0.01%
4,548
1623
$23K ﹤0.01%
+1,120
1624
$22K ﹤0.01%
314
1625
$22K ﹤0.01%
886
+227
63 64
65
66 67