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
1901
$3K ﹤0.01%
10,195
-50,293
1902
$3K ﹤0.01%
2,577
-244
1903
$3K ﹤0.01%
38
1904
$3K ﹤0.01%
4,231
+387
1905
$3K ﹤0.01%
13,939
-5,362
1906
$3K ﹤0.01%
21
1907
$3K ﹤0.01%
930
-57
1908
$3K ﹤0.01%
740
-37
1909
$3K ﹤0.01%
1,445
+193
1910
$3K ﹤0.01%
306
+185
1911
$2K ﹤0.01%
24,815
+277
1912
$2K ﹤0.01%
72
1913
$2K ﹤0.01%
1,018
-5,193
1914
$2K ﹤0.01%
231
1915
$2K ﹤0.01%
32
1916
$2K ﹤0.01%
65,343
-101,975
1917
$2K ﹤0.01%
54,463
+54,273
1918
$2K ﹤0.01%
36,392
+36,244
1919
$2K ﹤0.01%
639
-2,707
1920
$2K ﹤0.01%
69
1921
$2K ﹤0.01%
40
1922
$2K ﹤0.01%
100
1923
$2K ﹤0.01%
1,000
1924
$2K ﹤0.01%
69
1925
$2K ﹤0.01%
58
75 76
77
78 79