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
1676
$16K ﹤0.01%
+330
1677
$16K ﹤0.01%
87
1678
$16K ﹤0.01%
971
+13
1679
$16K ﹤0.01%
+389
1680
$15K ﹤0.01%
666
-1,474
1681
$15K ﹤0.01%
194
-76
1682
$15K ﹤0.01%
+172
1683
$15K ﹤0.01%
149
1684
$15K ﹤0.01%
1,181
-1,641
1685
$15K ﹤0.01%
972
-221
1686
$15K ﹤0.01%
2,999
-4,654
1687
$15K ﹤0.01%
466
-79
1688
$15K ﹤0.01%
1,500
+500
1689
$15K ﹤0.01%
4,978
1690
$14K ﹤0.01%
2,060
-2,951
1691
$14K ﹤0.01%
290
1692
$14K ﹤0.01%
1,188
-73
1693
$14K ﹤0.01%
479
1694
$14K ﹤0.01%
40
1695
$14K ﹤0.01%
821
1696
$14K ﹤0.01%
2,541
+17
1697
$14K ﹤0.01%
267
1698
$14K ﹤0.01%
1,250
1699
$14K ﹤0.01%
500
1700
$13K ﹤0.01%
350
66 67
68
69 70