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
1726
$11K ﹤0.01%
647
-1,261
1727
$10K ﹤0.01%
39
1728
$10K ﹤0.01%
760
-54
1729
$10K ﹤0.01%
+300
1730
$10K ﹤0.01%
4,633
1731
$10K ﹤0.01%
7,667
+390
1732
$10K ﹤0.01%
221
-1
1733
$9K ﹤0.01%
177
1734
$9K ﹤0.01%
147,132
+10,214
1735
$9K ﹤0.01%
1,403
-49
1736
$9K ﹤0.01%
2,052
-112
1737
$9K ﹤0.01%
200
1738
$9K ﹤0.01%
601
1739
$9K ﹤0.01%
1,012
+350
1740
$9K ﹤0.01%
1,915
-2,477
1741
$8K ﹤0.01%
200
1742
$8K ﹤0.01%
1,229
-390
1743
$8K ﹤0.01%
8,957
-7,984
1744
$8K ﹤0.01%
+101
1745
$8K ﹤0.01%
+190
1746
$8K ﹤0.01%
2,121
+867
1747
$8K ﹤0.01%
1,340
+990
1748
$8K ﹤0.01%
90
1749
$8K ﹤0.01%
125
1750
$8K ﹤0.01%
514
68 69
70
71 72