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
1951
$1K ﹤0.01%
100,110
-122
1952
$1K ﹤0.01%
20
1953
$1K ﹤0.01%
1,005
+21
1954
$1K ﹤0.01%
676
-153
1955
$1K ﹤0.01%
42,928
-13,803
1956
$1K ﹤0.01%
9,600
1957
$1K ﹤0.01%
1,167
+10
1958
$1K ﹤0.01%
6
1959
$1K ﹤0.01%
4,200
1960
$1K ﹤0.01%
6
1961
$1K ﹤0.01%
41
1962
$1K ﹤0.01%
27,980
-2,031
1963
$1K ﹤0.01%
2,428
-583
1964
$1K ﹤0.01%
1,539
-404
1965
$1K ﹤0.01%
35
1966
$1K ﹤0.01%
14
1967
$1K ﹤0.01%
17
1968
$1K ﹤0.01%
20
-46
1969
$1K ﹤0.01%
628
1970
$1K ﹤0.01%
711
-818
1971
$1K ﹤0.01%
58
1972
$1K ﹤0.01%
6,047
-1,318
1973
$1K ﹤0.01%
+6
1974
$1K ﹤0.01%
22,865
+104
1975
$1K ﹤0.01%
4,871
+237
77 78
79
80 81