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
1626
$22K ﹤0.01%
1,697
-205
1627
$22K ﹤0.01%
6,249
-1,415
1628
$21K ﹤0.01%
204
1629
$21K ﹤0.01%
168
-30
1630
$21K ﹤0.01%
1,667
-426
1631
$21K ﹤0.01%
200
1632
$21K ﹤0.01%
482
1633
$21K ﹤0.01%
1,246
+67
1634
$21K ﹤0.01%
75,584
+16,201
1635
$21K ﹤0.01%
783
1636
$20K ﹤0.01%
368,081
+365,766
1637
$20K ﹤0.01%
543
1638
$20K ﹤0.01%
500
+250
1639
$20K ﹤0.01%
600
1640
$20K ﹤0.01%
8,706
1641
$20K ﹤0.01%
100
-210
1642
$20K ﹤0.01%
200
1643
$20K ﹤0.01%
964
-1,256
1644
$20K ﹤0.01%
750
1645
$19K ﹤0.01%
772
-120
1646
$19K ﹤0.01%
12,979
+1,663
1647
$19K ﹤0.01%
4,249
+31
1648
$19K ﹤0.01%
44,978
+1,866
1649
$19K ﹤0.01%
794
-25
1650
$18K ﹤0.01%
140
64 65
66
67 68