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
1926
$2K ﹤0.01%
28,457
-2,300
1927
$2K ﹤0.01%
5,137
+8
1928
$2K ﹤0.01%
17,568
-496
1929
$2K ﹤0.01%
+54
1930
$2K ﹤0.01%
67,808
+288
1931
$2K ﹤0.01%
44,604
-1,674
1932
$2K ﹤0.01%
583
-17
1933
$2K ﹤0.01%
1,872
+1,800
1934
$2K ﹤0.01%
142
1935
$2K ﹤0.01%
+1,600
1936
$2K ﹤0.01%
2,922
-816
1937
$2K ﹤0.01%
445
+89
1938
$2K ﹤0.01%
68
1939
$2K ﹤0.01%
317
1940
$1K ﹤0.01%
12,734
+1,651
1941
$1K ﹤0.01%
15
1942
$1K ﹤0.01%
7,986
+307
1943
$1K ﹤0.01%
32
1944
$1K ﹤0.01%
50,260
+15,928
1945
$1K ﹤0.01%
132
-391,026
1946
$1K ﹤0.01%
23,788
-111
1947
$1K ﹤0.01%
29,953
1948
$1K ﹤0.01%
+47,087
1949
$1K ﹤0.01%
18,227
-72
1950
$1K ﹤0.01%
110
76 77
78
79 80