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
1751
$8K ﹤0.01%
880
+24
1752
$8K ﹤0.01%
165
1753
$8K ﹤0.01%
+250
1754
$8K ﹤0.01%
240
-6,168
1755
$8K ﹤0.01%
230
1756
$8K ﹤0.01%
+9,125
1757
$7K ﹤0.01%
500
1758
$7K ﹤0.01%
+170
1759
$7K ﹤0.01%
2,299
+123
1760
$7K ﹤0.01%
200
1761
$7K ﹤0.01%
245
1762
$7K ﹤0.01%
1,107
-3,286
1763
$7K ﹤0.01%
2,362
+100
1764
$7K ﹤0.01%
300
1765
$7K ﹤0.01%
998
-1,879
1766
$7K ﹤0.01%
327
1767
$7K ﹤0.01%
302
-215
1768
$7K ﹤0.01%
51
1769
$7K ﹤0.01%
1,125
+125
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