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
1826
$5K ﹤0.01%
268
1827
$5K ﹤0.01%
22,573
+1,576
1828
$4K ﹤0.01%
321
+225
1829
$4K ﹤0.01%
16,142
+556
1830
$4K ﹤0.01%
2,238
+134
1831
$4K ﹤0.01%
6,389
-159
1832
$4K ﹤0.01%
1,244
-62
1833
$4K ﹤0.01%
605
+139
1834
$4K ﹤0.01%
900
1835
$4K ﹤0.01%
13,753
+641
1836
$4K ﹤0.01%
278
1837
$4K ﹤0.01%
183
1838
$4K ﹤0.01%
490
+83
1839
$4K ﹤0.01%
1,921
-194
1840
$4K ﹤0.01%
3,247
+753
1841
$4K ﹤0.01%
525
1842
$4K ﹤0.01%
805
-28
1843
$4K ﹤0.01%
424
-33
1844
$4K ﹤0.01%
112
-12
1845
$4K ﹤0.01%
1,195
-673
1846
$4K ﹤0.01%
200
1847
$4K ﹤0.01%
1,427
+320
1848
$4K ﹤0.01%
137,710
+3,610
1849
$4K ﹤0.01%
4,673
+502
1850
$4K ﹤0.01%
4,129
+728
72 73
74
75 76