EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Fund
S&P 500
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
+$217M
2
+$84.9M
3
+$81.7M
4
COP icon
ConocoPhillips
COP
+$79.7M
5
IART icon
Integra LifeSciences
IART
+$75M

Top Sells

1
+$191M
2
+$149M
3
+$96.6M
4
GE icon
GE Aerospace
GE
+$91.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$83.5M

Sector Composition

1 Technology 24.05%
2 Financials 15.4%
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
1751
$8K ﹤0.01%
230
1752
$8K ﹤0.01%
+9,125
1753
$8K ﹤0.01%
200
1754
$8K ﹤0.01%
8,957
-7,984
1755
$8K ﹤0.01%
880
+24
1756
$8K ﹤0.01%
165
1757
$7K ﹤0.01%
2,299
+123
1758
$7K ﹤0.01%
200
1759
$7K ﹤0.01%
245
1760
$7K ﹤0.01%
1,107
-3,286
1761
$7K ﹤0.01%
300
1762
$7K ﹤0.01%
998
-1,879
1763
$7K ﹤0.01%
327
1764
$7K ﹤0.01%
302
-215
1765
$7K ﹤0.01%
1,125
+125
1766
$7K ﹤0.01%
500
1767
$7K ﹤0.01%
+170
1768
$7K ﹤0.01%
2,362
+100
1769
$7K ﹤0.01%
51
1770
$6K ﹤0.01%
158
+1
1771
$6K ﹤0.01%
1,727
+176
1772
$6K ﹤0.01%
79,527
+22,646
1773
$6K ﹤0.01%
1,700
+1,500
1774
$6K ﹤0.01%
1,415
-2,171
1775
$6K ﹤0.01%
154,083
-27,227
69 70
71
72 73