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
1876
$3K ﹤0.01%
1,635
-11,021
1877
$3K ﹤0.01%
1,000
1878
$3K ﹤0.01%
1,859
+266
1879
$3K ﹤0.01%
83
1880
$3K ﹤0.01%
2,308
-158
1881
$3K ﹤0.01%
478
+3
1882
$3K ﹤0.01%
48
1883
$3K ﹤0.01%
73,021
-1,047
1884
$3K ﹤0.01%
1,088
+112
1885
$3K ﹤0.01%
2,193
+229
1886
$3K ﹤0.01%
8,033
-1,229
1887
$3K ﹤0.01%
3,670
-2,167
1888
$3K ﹤0.01%
2,112
+208
1889
$3K ﹤0.01%
5,792
+3,487
1890
$3K ﹤0.01%
320
+47
1891
$3K ﹤0.01%
682
+294
1892
$3K ﹤0.01%
2,639
+618
1893
$3K ﹤0.01%
1,435
+170
1894
$3K ﹤0.01%
95
-114
1895
$3K ﹤0.01%
4,795
-424
1896
$3K ﹤0.01%
903
-679
1897
$3K ﹤0.01%
1,841
+128
1898
$3K ﹤0.01%
+28
1899
$3K ﹤0.01%
1,985
+243
1900
$3K ﹤0.01%
757
74 75
76
77 78