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
1951
$1K ﹤0.01%
16,882
-2,655
1952
$1K ﹤0.01%
25,015
+241
1953
$1K ﹤0.01%
38,462
+2,940
1954
$1K ﹤0.01%
100,110
-122
1955
$1K ﹤0.01%
20
1956
$1K ﹤0.01%
1,005
+21
1957
$1K ﹤0.01%
676
-153
1958
$1K ﹤0.01%
42,928
-13,803
1959
$1K ﹤0.01%
9,600
1960
$1K ﹤0.01%
1,167
+10
1961
$1K ﹤0.01%
6
1962
$1K ﹤0.01%
4,200
1963
$1K ﹤0.01%
6
1964
$1K ﹤0.01%
41
1965
$1K ﹤0.01%
27,980
-2,031
1966
$1K ﹤0.01%
94,345
-1,009
1967
$1K ﹤0.01%
2,428
-583
1968
$1K ﹤0.01%
1,539
-404
1969
$1K ﹤0.01%
35
1970
$1K ﹤0.01%
14
1971
$1K ﹤0.01%
17
1972
$1K ﹤0.01%
20
-46
1973
$1K ﹤0.01%
1,775
-3,007
1974
$1K ﹤0.01%
1,309
+11
1975
$1K ﹤0.01%
77,754
+1,535
77 78
79
80 81