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
1851
$4K ﹤0.01%
1,146
-1,719
1852
$4K ﹤0.01%
900
1853
$4K ﹤0.01%
13,753
+641
1854
$4K ﹤0.01%
278
1855
$4K ﹤0.01%
525
1856
$4K ﹤0.01%
805
-28
1857
$4K ﹤0.01%
424
-33
1858
$4K ﹤0.01%
112
-12
1859
$4K ﹤0.01%
4,673
+502
1860
$3K ﹤0.01%
3,114
-729
1861
$3K ﹤0.01%
+88,297
1862
$3K ﹤0.01%
936
-4,235
1863
$3K ﹤0.01%
549
1864
$3K ﹤0.01%
969
-2,824
1865
$3K ﹤0.01%
+724
1866
$3K ﹤0.01%
+1,010
1867
$3K ﹤0.01%
337
1868
$3K ﹤0.01%
805
-50
1869
$3K ﹤0.01%
1,635
-11,021
1870
$3K ﹤0.01%
266
+38
1871
$3K ﹤0.01%
83
1872
$3K ﹤0.01%
2,308
-158
1873
$3K ﹤0.01%
478
+3
1874
$3K ﹤0.01%
2,193
+229
1875
$3K ﹤0.01%
8,033
-1,229
73 74
75
76 77