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
1976
$1K ﹤0.01%
628
1977
$1K ﹤0.01%
711
-818
1978
$1K ﹤0.01%
58
1979
$1K ﹤0.01%
6,047
-1,318
1980
$1K ﹤0.01%
+6
1981
$1K ﹤0.01%
22,865
+104
1982
$1K ﹤0.01%
4,871
+237
1983
$1K ﹤0.01%
32
1984
$1K ﹤0.01%
16
1985
$1K ﹤0.01%
80
1986
– –
-1
1987
$0 ﹤0.01%
197
1988
$0 ﹤0.01%
286
+92
1989
$0 ﹤0.01%
1,108
+76
1990
$0 ﹤0.01%
1,047
-40
1991
$0 ﹤0.01%
18,903
+1,678
1992
$0 ﹤0.01%
128
-516
1993
$0 ﹤0.01%
1,714
+9
1994
– –
-33
1995
$0 ﹤0.01%
1,667
+3
1996
– –
-18,051
1997
– –
-5,923
1998
$0 ﹤0.01%
2,860
-464
1999
– –
-18,174
2000
$0 ﹤0.01%
6,149
+2,071
78 79
80
81 82