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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
2026
– –
-1,647
2027
– –
-2,664
2028
– –
-17,283
2029
$0 ﹤0.01%
2,371
-800
2030
– –
-1
2031
$0 ﹤0.01%
286
+92
2032
$0 ﹤0.01%
1,108
+76
2033
$0 ﹤0.01%
1,047
-40
2034
$0 ﹤0.01%
18,903
+1,678
2035
$0 ﹤0.01%
128
-516
2036
$0 ﹤0.01%
1,714
+9
2037
– –
-18,051
2038
– –
-5,923
2039
$0 ﹤0.01%
2,860
-464
2040
– –
-18,174
2041
$0 ﹤0.01%
6,149
+2,071
2042
– –
-41,448
2043
– –
-1,440
2044
– –
-45,238
2045
$0 ﹤0.01%
975
-960
2046
$0 ﹤0.01%
5,570
-1,432
2047
$0 ﹤0.01%
187
+26
2048
$0 ﹤0.01%
1,807
-95
2049
$0 ﹤0.01%
2,903
+31
2050
– –
-864
80 81
82
83 84