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
1776
$6K ﹤0.01%
135,441
-6,977
1777
$6K ﹤0.01%
8,260
-9,797
1778
$6K ﹤0.01%
+100
1779
$6K ﹤0.01%
700
+338
1780
$6K ﹤0.01%
7,667
-628
1781
$6K ﹤0.01%
7,398
-26,098
1782
$6K ﹤0.01%
23
+1
1783
$6K ﹤0.01%
151
-426
1784
$6K ﹤0.01%
822
-169
1785
$6K ﹤0.01%
4,200
+1,243
1786
$6K ﹤0.01%
2,042
+100
1787
$6K ﹤0.01%
130
1788
$6K ﹤0.01%
840
-1,030
1789
$6K ﹤0.01%
1,023
+61
1790
$6K ﹤0.01%
770
+4
1791
$6K ﹤0.01%
1,024
-331
1792
$6K ﹤0.01%
5,215
-1,499
1793
$6K ﹤0.01%
223
1794
$6K ﹤0.01%
471
+14
1795
$5K ﹤0.01%
1,491
+382
1796
$5K ﹤0.01%
286
1797
$5K ﹤0.01%
+168,332
1798
$5K ﹤0.01%
75
1799
$5K ﹤0.01%
782
1800
$5K ﹤0.01%
2,273
+10
70 71
72
73 74