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
1701
$13K ﹤0.01%
956
-5
1702
$13K ﹤0.01%
2,256
+28
1703
$13K ﹤0.01%
10
1704
$13K ﹤0.01%
2,000
1705
$13K ﹤0.01%
1,738
-872
1706
$12K ﹤0.01%
400
1707
$12K ﹤0.01%
1,675
1708
$12K ﹤0.01%
94,012
-31,306
1709
$12K ﹤0.01%
7,469
-2,452
1710
$12K ﹤0.01%
+97
1711
$12K ﹤0.01%
+440
1712
$12K ﹤0.01%
210
+30
1713
$12K ﹤0.01%
125
1714
$12K ﹤0.01%
730
-390,881
1715
$12K ﹤0.01%
3,879
-475
1716
$12K ﹤0.01%
231
-3
1717
$12K ﹤0.01%
4,035
+3
1718
$12K ﹤0.01%
+10,000
1719
$11K ﹤0.01%
17,960
-775
1720
$11K ﹤0.01%
19,971
+2,087
1721
$11K ﹤0.01%
1,000
1722
$11K ﹤0.01%
112
1723
$11K ﹤0.01%
61
1724
$11K ﹤0.01%
985
-28
1725
$11K ﹤0.01%
160
67 68
69
70 71