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
1851
$4K ﹤0.01%
408
1852
$4K ﹤0.01%
468
1853
$4K ﹤0.01%
1,138
-60
1854
$4K ﹤0.01%
345
-19
1855
$4K ﹤0.01%
1,146
-1,719
1856
$4K ﹤0.01%
24
1857
$4K ﹤0.01%
439
-1,225
1858
$4K ﹤0.01%
225
+164
1859
$4K ﹤0.01%
1,000
1860
$3K ﹤0.01%
5,294
-233
1861
$3K ﹤0.01%
42,761
+3,588
1862
$3K ﹤0.01%
396
+66
1863
$3K ﹤0.01%
337
1864
$3K ﹤0.01%
805
-50
1865
$3K ﹤0.01%
36
-70
1866
$3K ﹤0.01%
693
+197
1867
$3K ﹤0.01%
888
+84
1868
$3K ﹤0.01%
3,114
-729
1869
$3K ﹤0.01%
+88,297
1870
$3K ﹤0.01%
936
-4,235
1871
$3K ﹤0.01%
549
1872
$3K ﹤0.01%
969
-2,824
1873
$3K ﹤0.01%
+724
1874
$3K ﹤0.01%
+1,010
1875
$3K ﹤0.01%
9,365
-3,778
73 74
75
76 77