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
1651
$18K ﹤0.01%
6,277
-7,408
1652
$18K ﹤0.01%
500
1653
$18K ﹤0.01%
1,321
1654
$18K ﹤0.01%
971
-29
1655
$18K ﹤0.01%
285
1656
$18K ﹤0.01%
925
-14
1657
$18K ﹤0.01%
709
1658
$18K ﹤0.01%
8,319
-1,313
1659
$17K ﹤0.01%
6,538
+320
1660
$17K ﹤0.01%
42
+6
1661
$17K ﹤0.01%
15,999
-238
1662
$17K ﹤0.01%
377,311
-21,101
1663
$17K ﹤0.01%
275
-336
1664
$17K ﹤0.01%
237
1665
$17K ﹤0.01%
300
1666
$17K ﹤0.01%
7,433
-4,296
1667
$17K ﹤0.01%
1,484
+658
1668
$17K ﹤0.01%
+1,000
1669
$16K ﹤0.01%
312
1670
$16K ﹤0.01%
+200
1671
$16K ﹤0.01%
461
1672
$16K ﹤0.01%
4,782
+211
1673
$16K ﹤0.01%
932
-50
1674
$16K ﹤0.01%
+600
1675
$16K ﹤0.01%
4,250
65 66
67
68 69