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
1801
$5K ﹤0.01%
155,182
-7,993
1802
$5K ﹤0.01%
143,877
-9,772
1803
$5K ﹤0.01%
161,088
+160,509
1804
$5K ﹤0.01%
139
1805
$5K ﹤0.01%
1,996
-17
1806
$5K ﹤0.01%
82
1807
$5K ﹤0.01%
200
1808
$5K ﹤0.01%
44
1809
$5K ﹤0.01%
90,089
-28,053
1810
$5K ﹤0.01%
1,163
+21
1811
$5K ﹤0.01%
385
-55
1812
$5K ﹤0.01%
50
1813
$5K ﹤0.01%
1,260
-1,513
1814
$5K ﹤0.01%
403
1815
$5K ﹤0.01%
688
+112
1816
$5K ﹤0.01%
110
1817
$5K ﹤0.01%
1,496
+64
1818
$5K ﹤0.01%
200
1819
$5K ﹤0.01%
645
-194
1820
$5K ﹤0.01%
6,301
-279
1821
$5K ﹤0.01%
1,259
+453
1822
$5K ﹤0.01%
38
1823
$5K ﹤0.01%
163
-22
1824
$5K ﹤0.01%
2,250
+86
1825
$5K ﹤0.01%
220
-234
71 72
73
74 75